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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,238 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,506 | $60,788-76.1% | $85,709-83.1% | $79,391-81.7% |
| Participation rate | 38.5% | 62.1%-23.7pp | 69.9%-31.4pp | 70.7%-32.2pp |
| Annual return | 24.05% | 16.57%+7.5pp | 21.49%+2.6pp | 116.88%-92.8pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,851 | $2,920-2.4% | $3,924-27.3% | $4,046-29.5% |
| Admin fee / account holder | $23 | $439-94.8% | $6,876-99.7% | $627-96.3% |