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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $3,592 | $58,895-93.9% | $178,503-98.0% | $73,497-95.1% |
| Participation rate | 60.2% | 66.2%-6.1pp | 81.9%-21.8pp | 70.7%-10.5pp |
| Annual return | 22.26% | 24.86%-2.6pp | 151.12%-128.9pp | 28.51%-6.3pp |
| Employer contribution / active EE | $296 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $1,483 | $2,567-42.2% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $10 | $400-97.5% | $13,987-99.9% | $513-98.0% |