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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,708 |
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 | $6,262 | $63,904-90.2% | $89,340-93.0% | $67,986-90.8% |
| Participation rate | 61.8% | 54.3%+7.5pp | 69.6%-7.8pp | 57.2%+4.6pp |
| Annual return | 22.05% | 18.09%+4.0pp | 20.57%+1.5pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $650 | $2,691-75.8% | $3,823-83.0% | $3,358-80.6% |
| Admin fee / account holder | $17 | $3,315-99.5% | $6,704-99.8% | $3,203-99.5% |