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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
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 | $4,842 | $54,121-91.1% | $134,162-96.4% | $73,412-93.4% |
| Participation rate | 37.0% | 64.4%-27.3pp | 72.2%-35.1pp | 72.2%-35.1pp |
| Annual return | 22.19% | -312.52%+334.7pp | 36.35%-14.2pp | 59.30%-37.1pp |
| Employer contribution / active EE | $391 | $1,402-72.1% | $3,705-89.4% | $2,234-82.5% |
| Participant deferral / active EE | $570 | $2,844-79.9% | $3,500-83.7% | $3,806-85.0% |
| Admin fee / account holder | $4 | $132-97.0% | $6,685-99.9% | $158-97.5% |