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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,867 | $71,192-96.0% | $117,861-97.6% | $62,293-95.4% |
| Participation rate | 24.7% | 74.2%-49.6pp | 79.7%-55.0pp | 69.5%-44.9pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.11%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $680 | $3,189-78.7% | $4,482-84.8% | $3,169-78.5% |
| Admin fee / account holder | $2 | $587-99.7% | $8,021-100.0% | $479-99.6% |