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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,776 | $86,225-89.8% | $146,665-94.0% | $86,799-89.9% |
| Participation rate | 62.5% | 78.0%-15.5pp | 80.1%-17.6pp | 72.3%-9.8pp |
| Annual return | 18.30% | 31.23%-12.9pp | 22.74%-4.4pp | 97.91%-79.6pp |
| Employer contribution / active EE | $647 | $2,392-73.0% | $4,136-84.4% | $2,405-73.1% |
| Participant deferral / active EE | $2,408 | $4,245-43.3% | $5,506-56.3% | $4,131-41.7% |
| Admin fee / account holder | $3 | $195-98.5% | $10,280-100.0% | $170-98.3% |