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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,967 |
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 | $910 | $83,884-98.9% | $64,056-98.6% | $74,419-98.8% |
| Participation rate | 68.4% | 76.6%-8.2pp | 72.3%-3.9pp | 70.7%-2.3pp |
| Annual return | 43.93% | 16.57%+27.4pp | 33.69%+10.2pp | 34.38%+9.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $432 | $3,692-88.3% | $3,880-88.9% | $4,528-90.5% |
| Admin fee / account holder | $10 | $196-95.1% | $3,068-99.7% | $348-97.2% |