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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,242 | $47,977-87.0% | $154,108-95.9% | $56,289-88.9% |
| Participation rate | 9.6% | 66.2%-56.5pp | 83.0%-73.4pp | 69.9%-60.2pp |
| Annual return | -2.75% | 3.54%-6.3pp | 735.21%-738.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $221 | $2,392-90.8% | $5,081-95.7% | $3,350-93.4% |
| Admin fee / account holder | $27 | $438-93.9% | $13,411-99.8% | $521-94.9% |