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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $587 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,061 | $58,895-89.7% | $178,503-96.6% | $73,497-91.8% |
| Participation rate | 18.1% | 66.2%-48.1pp | 81.9%-63.8pp | 70.7%-52.6pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $132 | $2,236-94.1% | $5,011-97.4% | $2,270-94.2% |
| Participant deferral / active EE | $830 | $2,567-67.7% | $5,202-84.1% | $3,740-77.8% |
| Admin fee / account holder | $22 | $400-94.6% | $13,987-99.8% | $513-95.8% |