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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $696 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $982 | $60,393-98.4% | $81,820-98.8% | $74,429-98.7% |
| Participation rate | 61.3% | 62.9%-1.6pp | 72.4%-11.1pp | 67.2%-5.9pp |
| Annual return | 0.00% | 16.89%-16.9pp | 777.93%-777.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $360 | $2,626-86.3% | $2,915-87.6% | $2,625-86.3% |
| Participant deferral / active EE | $430 | $3,397-87.3% | $4,323-90.0% | $4,348-90.1% |
| Admin fee / account holder | $7 | $1,491-99.6% | $7,391-99.9% | $1,944-99.7% |