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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,468 |
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 | $24,197 | $106,028-77.2% | $146,958-83.5% | $77,643-68.8% |
| Participation rate | 50.3% | 78.4%-28.1pp | 82.2%-31.9pp | 70.6%-20.3pp |
| Annual return | 20.01% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $1,353 | $4,063-66.7% | $4,933-72.6% | $2,726-50.3% |
| Participant deferral / active EE | $2,862 | $7,990-64.2% | $8,070-64.5% | $4,647-38.4% |
| Admin fee / account holder | $47 | $337-86.0% | $12,998-99.6% | $430-89.0% |