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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $311 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,979 | $39,286-95.0% | $80,741-97.5% | $79,391-97.5% |
| Participation rate | 7.8% | 41.0%-33.1pp | 54.2%-46.4pp | 70.7%-62.9pp |
| Annual return | 36.35% | 98.95%-62.6pp | 87.30%-51.0pp | 116.88%-80.5pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $214 | $1,264-83.1% | $2,145-90.0% | $4,046-94.7% |
| Admin fee / account holder | $10 | $647-98.4% | $3,380-99.7% | $627-98.4% |