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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,239 | $101,317-71.1% | $146,958-80.1% | $74,495-60.8% |
| Participation rate | 52.1% | 75.5%-23.4pp | 82.2%-30.0pp | 67.2%-15.1pp |
| Annual return | 14.85% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $768 | $3,810-79.8% | $4,933-84.4% | $2,623-70.7% |
| Participant deferral / active EE | $3,578 | $7,303-51.0% | $8,070-55.7% | $4,346-17.7% |
| Admin fee / account holder | $49 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |