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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $258 |
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 | $1,201 | $33,826-96.4% | $88,632-98.6% | $67,582-98.2% |
| Participation rate | 13.5% | 64.6%-51.1pp | 68.8%-55.3pp | 71.3%-57.8pp |
| Annual return | 0.00% | 68.24%-68.2pp | 43.75%-43.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,232-100.0% | $2,101-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $168 | $2,089-92.0% | $2,917-94.3% | $3,539-95.3% |
| Admin fee / account holder | $7 | $134-94.8% | $4,308-99.8% | $142-95.1% |