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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,350 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,291 | $95,274-80.8% | $135,903-86.5% | $74,419-75.4% |
| Participation rate | 48.9% | 78.2%-29.2pp | 81.9%-33.0pp | 70.7%-21.8pp |
| Annual return | 30.01% | 32.77%-2.8pp | 68.23%-38.2pp | 34.38%-4.4pp |
| Employer contribution / active EE | $1,267 | $3,874-67.3% | $4,856-73.9% | $2,637-51.9% |
| Participant deferral / active EE | $2,486 | $7,782-68.1% | $7,758-68.0% | $4,528-45.1% |
| Admin fee / account holder | $112 | $266-57.8% | $10,762-99.0% | $348-67.7% |