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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,823 | $46,722-61.9% | $130,660-86.4% | $65,185-72.7% |
| Participation rate | 18.6% | 60.9%-42.4pp | 71.7%-53.2pp | 70.2%-51.6pp |
| Annual return | 31.94% | 24.17%+7.8pp | 1709.29%-1677.4pp | 29.38%+2.6pp |
| Employer contribution / active EE | $300 | $1,488-79.8% | $4,092-92.7% | $2,177-86.2% |
| Participant deferral / active EE | $1,110 | $2,545-56.4% | $3,603-69.2% | $3,514-68.4% |
| Admin fee / account holder | $68 | $453-85.0% | $5,463-98.8% | $847-92.0% |