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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,025 | $30,588-80.3% | $53,898-88.8% | $85,563-93.0% |
| Participation rate | 67.4% | 26.3%+41.0pp | 55.0%+12.4pp | 66.0%+1.4pp |
| Annual return | 16.32% | 50.42%-34.1pp | 528.60%-512.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4 | $436-99.1% | $932-99.6% | $2,654-99.8% |
| Participant deferral / active EE | $1,078 | $848+27.1% | $1,826-41.0% | $4,375-75.4% |
| Admin fee / account holder | $208 | $1,879-88.9% | $2,491-91.6% | $834-75.0% |