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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $366 |
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).
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 | $2,118 | $52,967-96.0% | $172,753-98.8% | $65,186-96.8% |
| Participation rate | 15.6% | 66.2%-50.6pp | 82.6%-67.1pp | 70.2%-54.6pp |
| Annual return | 68.75% | 30.12%+38.6pp | 803.00%-734.2pp | 29.39%+39.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $333 | $2,471-86.5% | $5,198-93.6% | $3,514-90.5% |
| Admin fee / account holder | $13 | $472-97.2% | $13,956-99.9% | $847-98.5% |