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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,345 |
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).
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 | $5,212 | $39,948-87.0% | $89,400-94.2% | $73,412-92.9% |
| Participation rate | 13.4% | 50.4%-37.0pp | 68.0%-54.6pp | 72.2%-58.8pp |
| Annual return | 108.93% | 50.12%+58.8pp | 245.64%-136.7pp | 59.30%+49.6pp |
| Employer contribution / active EE | $199 | $1,200-83.4% | $2,586-92.3% | $2,234-91.1% |
| Participant deferral / active EE | $446 | $2,193-79.7% | $3,890-88.5% | $3,806-88.3% |
| Admin fee / account holder | $58 | $134-56.7% | $4,882-98.8% | $158-63.2% |