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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,112 | $86,655-96.4% | $119,622-97.4% | $66,938-95.4% |
| Participation rate | 5.9% | 75.6%-69.6pp | 79.3%-73.3pp | 69.8%-63.9pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.98%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $187 | $4,358-95.7% | $5,601-96.7% | $4,238-95.6% |
| Admin fee / account holder | $2 | $755-99.8% | $10,328-100.0% | $594-99.7% |