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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,166 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,133 | $46,173-80.2% | $170,435-94.6% | $69,631-86.9% |
| Participation rate | 33.5% | 63.9%-30.4pp | 83.6%-50.1pp | 70.7%-37.1pp |
| Annual return | 88.49% | 21.62%+66.9pp | 205.94%-117.4pp | 27571.02%-27482.5pp |
| Employer contribution / active EE | $169 | $1,610-89.5% | $5,432-96.9% | $2,032-91.7% |
| Participant deferral / active EE | $930 | $2,080-55.3% | $4,939-81.2% | $3,224-71.2% |
| Admin fee / account holder | $126 | $116+8.7% | $13,881-99.1% | $110+14.1% |