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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,799 |
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 | $5,135 | $52,961-90.3% | $172,752-97.0% | $65,185-92.1% |
| Participation rate | 30.3% | 66.2%-35.9pp | 82.6%-52.3pp | 70.2%-39.9pp |
| Annual return | 40.81% | 30.12%+10.7pp | 802.97%-762.2pp | 29.38%+11.4pp |
| Employer contribution / active EE | $433 | $2,190-80.2% | $5,144-91.6% | $2,177-80.1% |
| Participant deferral / active EE | $851 | $2,471-65.6% | $5,198-83.6% | $3,514-75.8% |
| Admin fee / account holder | $33 | $472-93.1% | $13,955-99.8% | $847-96.1% |