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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $210 |
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 | $9,803 | $155,795-93.7% | $136,297-92.8% | $69,631-85.9% |
| Participation rate | 21.1% | 75.2%-54.1pp | 81.9%-60.8pp | 70.7%-49.6pp |
| Annual return | 73.83% | 232464.33%-232390.5pp | 5156.19%-5082.4pp | 27571.02%-27497.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,560 | $5,394-71.1% | $6,247-75.0% | $3,224-51.6% |
| Admin fee / account holder | $3 | $128-98.0% | $9,244-100.0% | $110-97.7% |