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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
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 | $8,815 | $77,677-88.7% | $109,173-91.9% | $79,391-88.9% |
| Participation rate | 34.5% | 67.8%-33.4pp | 75.9%-41.4pp | 70.7%-36.3pp |
| Annual return | 18.02% | 23.44%-5.4pp | 25.75%-7.7pp | 116.88%-98.9pp |
| Employer contribution / active EE | $691 | $2,798-75.3% | $3,723-81.4% | $2,428-71.5% |
| Participant deferral / active EE | $853 | $3,517-75.7% | $4,654-81.7% | $4,046-78.9% |
| Admin fee / account holder | $26 | $732-96.5% | $6,755-99.6% | $627-95.9% |