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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $376 |
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.
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 | $7,290 | $37,436-80.5% | $77,513-90.6% | $79,858-90.9% |
| Participation rate | 15.1% | 41.5%-26.4pp | 54.2%-39.1pp | 69.6%-54.5pp |
| Annual return | 26.56% | 39.75%-13.2pp | 54.81%-28.2pp | 31.72%-5.2pp |
| Employer contribution / active EE | $216 | $637-66.0% | $987-78.1% | $2,471-91.2% |
| Participant deferral / active EE | $226 | $1,261-82.1% | $1,861-87.8% | $3,740-94.0% |
| Admin fee / account holder | $25 | $2,505-99.0% | $2,859-99.1% | $5,306-99.5% |