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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,323 |
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 | $15,091 | $48,261-68.7% | $68,612-78.0% | $55,725-72.9% |
| Participation rate | 58.1% | 71.0%-13.0pp | 72.2%-14.2pp | 70.9%-12.8pp |
| Annual return | 31.15% | -2.61%+33.8pp | -4.63%+35.8pp | 244.93%-213.8pp |
| Employer contribution / active EE | $1,484 | $1,742-14.8% | $2,625-43.5% | $2,078-28.6% |
| Participant deferral / active EE | $2,881 | $2,712+6.2% | $3,311-13.0% | $3,356-14.2% |
| Admin fee / account holder | $105 | $126-16.5% | $5,131-97.9% | $115-8.6% |