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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,572 |
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 | $24,539 | $91,439-73.2% | $135,974-82.0% | $71,511-65.7% |
| Participation rate | 42.6% | 75.7%-33.0pp | 81.9%-39.3pp | 67.9%-25.3pp |
| Annual return | 16.44% | 29.90%-13.5pp | 68.30%-51.9pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,355 | $3,705-63.4% | $4,859-72.1% | $2,589-47.7% |
| Participant deferral / active EE | $2,169 | $7,093-69.4% | $7,760-72.0% | $4,291-49.4% |
| Admin fee / account holder | $38 | $1,267-97.0% | $10,767-99.6% | $1,588-97.6% |