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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,480 |
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 | $31,838 | $63,314-49.7% | $91,004-65.0% | $62,293-48.9% |
| Participation rate | 25.9% | 73.3%-47.4pp | 75.6%-49.7pp | 69.5%-43.6pp |
| Annual return | 26.69% | 21.00%+5.7pp | 4.60%+22.1pp | 28.90%-2.2pp |
| Employer contribution / active EE | $477 | $1,807-73.6% | $2,456-80.6% | $2,042-76.6% |
| Participant deferral / active EE | $798 | $2,944-72.9% | $3,548-77.5% | $3,169-74.8% |
| Admin fee / account holder | $19 | $468-95.8% | $5,417-99.6% | $479-95.9% |