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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $832 |
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 | $20,514 | $80,177-74.4% | $123,894-83.4% | $57,658-64.4% |
| Participation rate | 17.8% | 74.4%-56.6pp | 81.4%-63.6pp | 70.2%-52.4pp |
| Annual return | 34.93% | 17.90%+17.0pp | 47.52%-12.6pp | 5.13%+29.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,961 | $5,130-61.8% | $5,984-67.2% | $3,061-35.9% |
| Admin fee / account holder | $9 | $106-91.6% | $8,357-99.9% | $95-90.5% |