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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
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 | $4,545 | $52,967-91.4% | $172,753-97.4% | $65,186-93.0% |
| Participation rate | 29.9% | 66.2%-36.3pp | 82.6%-52.7pp | 70.2%-40.3pp |
| Annual return | 102.52% | 30.12%+72.4pp | 803.00%-700.5pp | 29.39%+73.1pp |
| Employer contribution / active EE | $425 | $2,190-80.6% | $5,144-91.7% | $2,177-80.5% |
| Participant deferral / active EE | $730 | $2,471-70.5% | $5,198-86.0% | $3,514-79.2% |
| Admin fee / account holder | $4 | $472-99.2% | $13,956-100.0% | $847-99.5% |