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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,641 | $61,172-89.1% | $185,851-96.4% | $79,389-91.6% |
| Participation rate | 58.9% | 66.6%-7.7pp | 81.7%-22.8pp | 70.7%-11.8pp |
| Annual return | 14.55% | 19.45%-4.9pp | 122.11%-107.6pp | 116.89%-102.3pp |
| Employer contribution / active EE | $48 | $2,321-97.9% | $5,168-99.1% | $2,428-98.0% |
| Participant deferral / active EE | $2,447 | $2,788-12.2% | $5,569-56.1% | $4,046-39.5% |
| Admin fee / account holder | $150 | $710-78.8% | $16,245-99.1% | $626-76.0% |