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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,487 | $69,383-86.3% | $101,271-90.6% | $73,493-87.1% |
| Participation rate | 41.1% | 68.4%-27.3pp | 75.8%-34.7pp | 70.7%-29.6pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,470 | $2,628-44.1% | $3,660-59.8% | $2,270-35.3% |
| Participant deferral / active EE | $2,487 | $3,301-24.7% | $4,371-43.1% | $3,740-33.5% |
| Admin fee / account holder | $14 | $704-98.1% | $5,948-99.8% | $513-97.4% |