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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,228 | $35,986-96.6% | $77,552-98.4% | $73,497-98.3% |
| Participation rate | 64.6% | 40.8%+23.7pp | 54.2%+10.4pp | 70.7%-6.1pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.82%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $760 | $1,198-36.5% | $1,861-59.1% | $3,740-79.7% |
| Admin fee / account holder | $11 | $466-97.7% | $2,859-99.6% | $513-97.9% |