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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,101 |
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 | $569 | $50,919-98.9% | $155,556-99.6% | $77,762-99.3% |
| Participation rate | 58.3% | 63.1%-4.8pp | 78.2%-19.9pp | 70.6%-12.3pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $422 | $2,824-85.1% | $5,631-92.5% | $4,651-90.9% |
| Admin fee / account holder | $61 | $437-86.1% | $15,885-99.6% | $433-86.0% |