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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,256 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,488 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $20,756 | $104,317-80.1% | $159,436-87.0% | $86,799-76.1% |
| Participation rate | 16.9% | 77.7%-60.9pp | 82.8%-66.0pp | 72.3%-55.4pp |
| Annual return | 25.68% | 26.32%-0.6pp | 263.57%-237.9pp | 97.91%-72.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,173 | $6,837-68.2% | $7,352-70.4% | $4,131-47.4% |
| Admin fee / account holder | $225 | $172+30.5% | $10,799-97.9% | $170+32.6% |