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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
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 | $25,093 | $99,957-74.9% | $149,745-83.2% | $73,497-65.9% |
| Participation rate | 60.1% | 75.7%-15.6pp | 82.5%-22.4pp | 70.7%-10.6pp |
| Annual return | 48.68% | 53.87%-5.2pp | 276.72%-228.0pp | 28.51%+20.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,062 | $6,073-0.2% | $6,843-11.4% | $3,740+62.1% |
| Admin fee / account holder | $6 | $551-99.0% | $9,312-99.9% | $513-98.9% |