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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,925 |
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).
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 | $5,243 | $50,637-89.6% | $86,582-93.9% | $62,293-91.6% |
| Participation rate | 36.3% | 67.9%-31.6pp | 73.5%-37.3pp | 69.5%-33.3pp |
| Annual return | 68.16% | 20.80%+47.4pp | 965.08%-896.9pp | 28.90%+39.3pp |
| Employer contribution / active EE | $178 | $2,075-91.4% | $2,839-93.7% | $2,042-91.3% |
| Participant deferral / active EE | $1,088 | $2,611-58.3% | $3,609-69.9% | $3,169-65.7% |
| Admin fee / account holder | $46 | $413-88.9% | $4,904-99.1% | $479-90.4% |