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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,678 |
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 | $11,633 | $71,516-83.7% | $98,439-88.2% | $71,457-83.7% |
| Participation rate | 56.6% | 72.7%-16.1pp | 75.2%-18.5pp | 67.9%-11.3pp |
| Annual return | 17.31% | 32.41%-15.1pp | 21.16%-3.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,079 | $2,399-55.0% | $3,048-64.6% | $2,588-58.3% |
| Participant deferral / active EE | $1,803 | $4,109-56.1% | $4,738-61.9% | $4,289-57.9% |
| Admin fee / account holder | $70 | $1,675-95.8% | $8,948-99.2% | $1,587-95.6% |