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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,500 | $44,873-81.1% | $79,467-89.3% | $56,289-84.9% |
| Participation rate | 29.9% | 68.7%-38.9pp | 73.3%-43.5pp | 69.9%-40.0pp |
| Annual return | 27.60% | 0.81%+26.8pp | 718.30%-690.7pp | -9.96%+37.6pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,000 | $2,746-63.6% | $3,704-73.0% | $3,350-70.1% |
| Admin fee / account holder | $50 | $418-87.9% | $5,104-99.0% | $521-90.3% |