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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,577 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $3,861 | $53,344-92.8% | $121,169-96.8% | $74,440-94.8% |
| Participation rate | 9.2% | 60.0%-50.8pp | 69.5%-60.3pp | 70.7%-61.6pp |
| Annual return | 20.65% | 35.15%-14.5pp | 986.71%-966.1pp | 34.37%-13.7pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,168-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $339 | $3,221-89.5% | $4,083-91.7% | $4,529-92.5% |
| Admin fee / account holder | $33 | $382-91.5% | $5,645-99.4% | $348-90.6% |