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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,877 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,196 | $88,137-89.6% | $164,975-94.4% | $74,429-87.6% |
| Participation rate | 67.7% | 73.1%-5.4pp | 78.6%-10.9pp | 67.2%+0.5pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.12%-70.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,459 | $2,597-43.8% | $4,343-66.4% | $2,625-44.4% |
| Participant deferral / active EE | $2,189 | $4,501-51.4% | $6,033-63.7% | $4,348-49.7% |
| Admin fee / account holder | $149 | $2,231-93.3% | $12,688-98.8% | $1,944-92.3% |