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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $484 |
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 | $3,410 | $79,694-95.7% | $96,171-96.5% | $79,391-95.7% |
| Participation rate | 8.7% | 54.0%-45.2pp | 68.4%-59.7pp | 70.7%-62.0pp |
| Annual return | 51.05% | 40.84%+10.2pp | 192.04%-141.0pp | 116.88%-65.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $380 | $2,539-85.0% | $4,350-91.3% | $4,046-90.6% |
| Admin fee / account holder | $37 | $630-94.1% | $5,538-99.3% | $627-94.1% |