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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,622 | $46,072-83.5% | $69,779-89.1% | $55,167-86.2% |
| Participation rate | 46.1% | 67.5%-21.4pp | 71.8%-25.8pp | 69.0%-22.9pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,128 | $1,500-24.8% | $2,338-51.7% | $1,963-42.5% |
| Participant deferral / active EE | $1,931 | $2,344-17.6% | $2,931-34.1% | $3,054-36.8% |
| Admin fee / account holder | $66 | $428-84.6% | $4,381-98.5% | $504-86.9% |