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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $580 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,067 | $94,529-97.8% | $140,019-98.5% | $64,173-96.8% |
| Participation rate | 41.4% | 84.1%-42.7pp | 87.5%-46.1pp | 69.6%-28.2pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.17%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,260 | $5,250-76.0% | $6,927-81.8% | $3,470-63.7% |
| Admin fee / account holder | $21 | $6,741-99.7% | $10,705-99.8% | $4,887-99.6% |