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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,148 | $65,437-92.1% | $86,698-94.1% | $66,949-92.3% |
| Participation rate | 8.8% | 75.5%-66.7pp | 76.6%-67.8pp | 69.8%-61.0pp |
| Annual return | 59.24% | -10.91%+70.2pp | 35.96%+23.3pp | 1.57%+57.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $249 | $4,102-93.9% | $4,656-94.6% | $4,239-94.1% |
| Admin fee / account holder | $48 | $642-92.5% | $7,492-99.4% | $594-91.9% |