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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,294 |
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 | $8,629 | $104,336-91.7% | $159,455-94.6% | $86,813-90.1% |
| Participation rate | 44.0% | 77.7%-33.7pp | 82.8%-38.8pp | 72.3%-28.3pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.63%-263.6pp | 97.93%-97.9pp |
| Employer contribution / active EE | $937 | $3,451-72.9% | $4,830-80.6% | $2,406-61.1% |
| Participant deferral / active EE | $1,908 | $6,837-72.1% | $7,353-74.1% | $4,131-53.8% |
| Admin fee / account holder | $38 | $172-77.8% | $10,800-99.6% | $170-77.5% |