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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $790 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,490 | $62,928-91.3% | $172,739-96.8% | $67,579-91.9% |
| Participation rate | 17.9% | 64.5%-46.5pp | 82.6%-64.7pp | 71.3%-53.4pp |
| Annual return | 20.13% | 30.36%-10.2pp | 802.84%-782.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $480 | $2,145-77.6% | $5,198-90.8% | $3,539-86.4% |
| Admin fee / account holder | $15 | $167-91.2% | $13,954-99.9% | $142-89.7% |