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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,481 | $102,422-76.1% | $147,117-83.4% | $80,959-69.8% |
| Participation rate | 36.4% | 75.9%-39.5pp | 82.2%-45.8pp | 67.7%-31.3pp |
| Annual return | 9.68% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,828 | $3,717-50.8% | $4,932-62.9% | $2,757-33.7% |
| Participant deferral / active EE | $4,341 | $6,652-34.7% | $8,065-46.2% | $4,300+0.9% |
| Admin fee / account holder | $263 | $7,953-96.7% | $12,993-98.0% | $6,925-96.2% |