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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $583 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556 | $26,114-97.9% | $58,482-99.0% | $74,419-99.3% |
| Participation rate | 40.3% | 32.1%+8.2pp | 50.9%-10.5pp | 70.7%-30.4pp |
| Annual return | 36.17% | 32.51%+3.7pp | 4239.32%-4203.1pp | 34.38%+1.8pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $183 | $1,075-83.0% | $1,924-90.5% | $4,528-96.0% |
| Admin fee / account holder | $1 | $649-99.9% | $2,516-100.0% | $348-99.9% |