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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $131,210 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,653 | $200,096-96.7% | $69,632-90.4% | $200,096-96.7% |
| Participation rate | 68.3% | 72.0%-3.7pp | 66.4%+1.9pp | 72.0%-3.7pp |
| Annual return | 23.11% | 34.26%-11.1pp | 101.32%-78.2pp | 34.26%-11.1pp |
| Employer contribution / active EE | $299 | $3,038-90.1% | $1,708-82.5% | $3,038-90.1% |
| Participant deferral / active EE | $1,712 | $5,090-66.4% | $2,889-40.7% | $5,090-66.4% |
| Admin fee / account holder | $139 | $269-48.5% | $4,695-97.0% | $269-48.5% |