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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,434 | $58,888-80.6% | $178,499-93.6% | $73,493-84.4% |
| Participation rate | 48.4% | 66.2%-17.8pp | 81.9%-33.5pp | 70.7%-22.3pp |
| Annual return | 29.56% | 24.86%+4.7pp | 151.10%-121.5pp | 28.51%+1.0pp |
| Employer contribution / active EE | $1,141 | $2,236-49.0% | $5,011-77.2% | $2,270-49.7% |
| Participant deferral / active EE | $2,418 | $2,568-5.8% | $5,202-53.5% | $3,740-35.4% |
| Admin fee / account holder | $50 | $400-87.4% | $13,986-99.6% | $513-90.2% |