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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,448 | $59,105-92.5% | $159,991-97.2% | $66,930-93.4% |
| Participation rate | 20.2% | 68.1%-47.9pp | 78.0%-57.8pp | 69.8%-49.6pp |
| Annual return | 0.00% | -12.26%+12.3pp | 408.82%-408.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $976 | $4,395-77.8% | $6,183-84.2% | $4,238-77.0% |
| Admin fee / account holder | $2 | $591-99.6% | $8,715-100.0% | $593-99.6% |