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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,377 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,908 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $65,083-84.3% | $143,788-92.9% | $66,930-84.8% |
| Participation rate | 56.1% | 65.2%-9.1pp | 80.3%-24.2pp | 69.8%-13.7pp |
| Annual return | -21.11% | -11.13%-10.0pp | -0.03%-21.1pp | 1.57%-22.7pp |
| Employer contribution / active EE | $596 | $2,361-74.8% | $4,952-88.0% | $2,545-76.6% |
| Participant deferral / active EE | $1,531 | $2,920-47.6% | $5,638-72.8% | $4,238-63.9% |
| Admin fee / account holder | $209 | $502-58.4% | $14,675-98.6% | $593-64.8% |