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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,525 | $100,060-88.5% | $149,721-92.3% | $70,126-83.6% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.1%-20.8pp | 69.5%-3.3pp |
| Annual return | 24.74% | 27.46%-2.7pp | 1501.67%-1476.9pp | 73.15%-48.4pp |
| Employer contribution / active EE | $576 | $3,661-84.3% | $5,444-89.4% | $2,343-75.4% |
| Participant deferral / active EE | $2,887 | $4,982-42.0% | $6,568-56.0% | $3,332-13.3% |
| Admin fee / account holder | $202 | $8,285-97.6% | $11,282-98.2% | $4,645-95.7% |