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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,092 |
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 | $11,535 | $82,163-86.0% | $125,381-90.8% | $64,819-82.2% |
| Participation rate | 47.1% | 77.9%-30.8pp | 82.4%-35.3pp | 71.5%-24.4pp |
| Annual return | 9.01% | 3.49%+5.5pp | 572.31%-563.3pp | 32.84%-23.8pp |
| Employer contribution / active EE | $1,132 | $3,616-68.7% | $4,815-76.5% | $2,507-54.9% |
| Participant deferral / active EE | $2,333 | $7,175-67.5% | $7,448-68.7% | $4,311-45.9% |
| Admin fee / account holder | $79 | $163-51.6% | $10,007-99.2% | $188-57.9% |