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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.
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).
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 | $14,951 | $72,177-79.3% | $115,037-87.0% | $59,632-74.9% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $333 | $2,841-88.3% | $4,608-92.8% | $2,203-84.9% |
| Participant deferral / active EE | $4,289 | $4,783-10.3% | $6,026-28.8% | $3,192+34.4% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |