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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,636 | $56,918-88.3% | $182,531-96.4% | $65,185-89.8% |
| Participation rate | 39.3% | 66.5%-27.2pp | 78.0%-38.7pp | 70.2%-30.9pp |
| Annual return | 193.64% | 27.67%+166.0pp | 148.57%+45.1pp | 29.38%+164.3pp |
| Employer contribution / active EE | $708 | $1,615-56.2% | $4,075-82.6% | $2,177-67.5% |
| Participant deferral / active EE | $1,046 | $3,526-70.3% | $5,525-81.1% | $3,514-70.2% |
| Admin fee / account holder | $16 | $531-97.0% | $8,593-99.8% | $847-98.2% |