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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC. Service code 37 · EIN 13-3036745 | Loan Processing | $150 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,793 | $50,815-96.5% | $155,509-98.8% | $77,643-97.7% |
| Participation rate | 41.1% | 63.1%-22.0pp | 78.2%-37.0pp | 70.6%-29.4pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $319 | $2,822-88.7% | $5,626-94.3% | $4,647-93.1% |
| Admin fee / account holder | $1 | $437-99.9% | $15,912-100.0% | $430-99.9% |