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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,187 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556 | $37,463-98.5% | $77,100-99.3% | $66,949-99.2% |
| Participation rate | 63.5% | 52.9%+10.6pp | 67.9%-4.4pp | 69.8%-6.3pp |
| Annual return | -17.51% | -3.25%-14.3pp | 42.35%-59.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $322 | $2,621-87.7% | $4,430-92.7% | $4,239-92.4% |
| Admin fee / account holder | $9 | $568-98.4% | $5,443-99.8% | $594-98.4% |