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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,766 | $52,293-81.3% | $178,503-94.5% | $73,412-86.7% |
| Participation rate | 6.1% | 65.3%-59.3pp | 81.9%-75.8pp | 72.2%-66.1pp |
| Annual return | 0.00% | 34.75%-34.8pp | 151.12%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $15 | $2,333-99.4% | $5,202-99.7% | $3,806-99.6% |
| Admin fee / account holder | $2 | $127-98.7% | $13,987-100.0% | $158-98.9% |