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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,922 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,288 | $41,150-94.4% | $80,627-97.2% | $71,511-96.8% |
| Participation rate | 52.9% | 50.3%+2.7pp | 67.0%-14.1pp | 67.9%-15.0pp |
| Annual return | 113.08% | 38.48%+74.6pp | 936.76%-823.7pp | 28.86%+84.2pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $683 | $2,701-74.7% | $4,443-84.6% | $4,291-84.1% |
| Admin fee / account holder | $32 | $1,841-98.3% | $5,381-99.4% | $1,588-98.0% |