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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,843 | $30,555-94.0% | $80,784-97.7% | $86,821-97.9% |
| Participation rate | 6.5% | 37.2%-30.7pp | 54.2%-47.7pp | 72.3%-65.8pp |
| Annual return | 0.00% | 30.35%-30.3pp | 87.31%-87.3pp | 97.94%-97.9pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $175 | $1,050-83.4% | $2,145-91.9% | $4,132-95.8% |
| Admin fee / account holder | $15 | $135-89.2% | $3,380-99.6% | $170-91.3% |