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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $830 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,455 | $89,739-68.3% | $149,721-81.0% | $62,293-54.3% |
| Participation rate | 35.4% | 85.1%-49.8pp | 87.1%-51.7pp | 69.5%-34.2pp |
| Annual return | 49.55% | 21.01%+28.5pp | 1501.67%-1452.1pp | 28.90%+20.7pp |
| Employer contribution / active EE | $1,304 | $3,233-59.7% | $5,444-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $2,511 | $4,797-47.7% | $6,568-61.8% | $3,169-20.8% |
| Admin fee / account holder | $9 | $551-98.3% | $11,282-99.9% | $479-98.1% |