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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $444 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,886 | $46,292-91.6% | $143,757-97.3% | $64,808-94.0% |
| Participation rate | 5.7% | 64.2%-58.5pp | 80.3%-74.6pp | 71.5%-65.8pp |
| Annual return | -6.32% | -10.05%+3.7pp | -0.04%-6.3pp | 32.82%-39.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $318 | $2,646-88.0% | $5,637-94.4% | $4,310-92.6% |
| Admin fee / account holder | $20 | $154-86.9% | $14,673-99.9% | $188-89.3% |