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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,584 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,239 | $101,672-71.2% | $147,117-80.1% | $74,478-60.7% |
| Participation rate | 52.1% | 75.5%-23.4pp | 82.2%-30.0pp | 67.2%-15.1pp |
| Annual return | 14.85% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $768 | $3,813-79.8% | $4,932-84.4% | $2,626-70.7% |
| Participant deferral / active EE | $3,578 | $7,305-51.0% | $8,065-55.6% | $4,350-17.8% |
| Admin fee / account holder | $49 | $1,753-97.2% | $12,993-99.6% | $1,946-97.5% |