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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,110 |
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 | $14,651 | $63,114-76.8% | $92,909-84.2% | $65,185-77.5% |
| Participation rate | 40.8% | 68.8%-27.9pp | 76.0%-35.2pp | 70.2%-29.4pp |
| Annual return | 254.96% | 28.75%+226.2pp | 109.44%+145.5pp | 29.38%+225.6pp |
| Employer contribution / active EE | $882 | $2,571-65.7% | $3,653-75.9% | $2,177-59.5% |
| Participant deferral / active EE | $1,541 | $3,108-50.4% | $4,238-63.6% | $3,514-56.2% |
| Admin fee / account holder | $21 | $624-96.6% | $5,795-99.6% | $847-97.5% |