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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $286 |
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 | $398 | $54,573-99.3% | $90,970-99.6% | $73,493-99.5% |
| Participation rate | 54.2% | 61.2%-6.9pp | 69.0%-14.8pp | 70.7%-16.4pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.58%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $253 | $2,517-90.0% | $3,373-92.5% | $3,740-93.2% |
| Admin fee / account holder | $3 | $521-99.3% | $5,960-99.9% | $513-99.3% |