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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,527 | $80,753-79.5% | $136,298-87.9% | $62,293-73.5% |
| Participation rate | 44.5% | 73.5%-29.0pp | 81.9%-37.4pp | 69.5%-25.0pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,326 | $5,164-35.6% | $6,247-46.8% | $3,169+4.9% |
| Admin fee / account holder | $5 | $525-99.0% | $9,244-99.9% | $479-98.9% |