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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,681 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,791 | $36,916-81.6% | $156,551-95.7% | $57,658-88.2% |
| Participation rate | 33.9% | 63.4%-29.6pp | 84.0%-50.1pp | 70.2%-36.4pp |
| Annual return | 18.33% | 12.38%+5.9pp | 32.23%-13.9pp | 5.13%+13.2pp |
| Employer contribution / active EE | $174 | $1,571-88.9% | $5,501-96.8% | $1,974-91.2% |
| Participant deferral / active EE | $662 | $1,926-65.6% | $4,871-86.4% | $3,061-78.4% |
| Admin fee / account holder | $87 | $82+5.9% | $13,028-99.3% | $95-7.6% |