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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102 | $35,986-96.9% | $77,552-98.6% | $73,497-98.5% |
| Participation rate | 8.3% | 40.8%-32.5pp | 54.2%-45.9pp | 70.7%-62.3pp |
| Annual return | 442.86% | 19.26%+423.6pp | 54.82%+388.0pp | 28.51%+414.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $113 | $1,198-90.6% | $1,861-93.9% | $3,740-97.0% |
| Admin fee / account holder | $2 | $466-99.7% | $2,859-99.9% | $513-99.7% |