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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $2,278 | $34,634-93.4% | $77,081-97.0% | $64,814-96.5% |
| Participation rate | 7.1% | 49.8%-42.8pp | 67.9%-60.9pp | 71.5%-64.4pp |
| Annual return | 1253.54% | -5.31%+1258.9pp | 42.33%+1211.2pp | 32.84%+1220.7pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,813-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $124 | $2,553-95.1% | $4,428-97.2% | $4,310-97.1% |
| Admin fee / account holder | $16 | $178-90.9% | $5,427-99.7% | $188-91.3% |