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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $125 |
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 | $5,310 | $50,385-89.5% | $75,501-93.0% | $62,293-91.5% |
| Participation rate | 8.9% | 67.7%-58.8pp | 72.4%-63.5pp | 69.5%-60.6pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.35%-27.4pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $439 | $2,445-82.0% | $3,142-86.0% | $3,169-86.1% |
| Admin fee / account holder | $5 | $384-98.6% | $5,801-99.9% | $479-98.9% |