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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $535 |
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 | $519 | $79,124-99.3% | $60,874-99.1% | $64,808-99.2% |
| Participation rate | 50.3% | 77.7%-27.4pp | 73.1%-22.8pp | 71.5%-21.1pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.90%-16.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $337 | $3,725-90.9% | $3,817-91.2% | $4,310-92.2% |
| Admin fee / account holder | $3 | $106-97.2% | $3,224-99.9% | $188-98.4% |