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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10 |
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 | $688 | $34,634-98.0% | $77,096-99.1% | $64,819-98.9% |
| Participation rate | 10.2% | 49.8%-39.6pp | 67.9%-57.7pp | 71.5%-61.2pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $73 | $2,553-97.1% | $4,429-98.4% | $4,311-98.3% |
| Admin fee / account holder | $0 | $178-99.9% | $5,428-100.0% | $188-99.9% |