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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,737 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,264 | $62,132-85.1% | $185,823-95.0% | $73,488-87.4% |
| Participation rate | 37.2% | 67.8%-30.6pp | 78.0%-40.8pp | 70.7%-33.5pp |
| Annual return | 25.26% | 20.44%+4.8pp | 35.95%-10.7pp | 28.51%-3.2pp |
| Employer contribution / active EE | $872 | $1,681-48.1% | $4,087-78.7% | $2,270-61.6% |
| Participant deferral / active EE | $1,367 | $3,711-63.2% | $5,632-75.7% | $3,740-63.4% |
| Admin fee / account holder | $22 | $419-94.8% | $9,500-99.8% | $513-95.8% |