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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,439 |
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 | $5,720 | $70,917-91.9% | $98,920-94.2% | $73,497-92.2% |
| Participation rate | 62.8% | 73.8%-11.0pp | 76.0%-13.2pp | 70.7%-7.9pp |
| Annual return | 40.35% | 34.18%+6.2pp | 196.47%-156.1pp | 28.51%+11.8pp |
| Employer contribution / active EE | $1,025 | $2,037-49.7% | $2,689-61.9% | $2,270-54.8% |
| Participant deferral / active EE | $1,591 | $3,501-54.6% | $4,245-62.5% | $3,740-57.5% |
| Admin fee / account holder | $34 | $535-93.6% | $6,643-99.5% | $513-93.4% |