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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,134 | $52,884-75.2% | $84,753-84.5% | $55,167-76.2% |
| Participation rate | 1.9% | 67.5%-65.6pp | 76.6%-74.7pp | 69.0%-67.1pp |
| Annual return | 12.74% | 18.03%-5.3pp | 22.78%-10.0pp | 169.23%-156.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $89 | $2,644-96.6% | $3,712-97.6% | $3,054-97.1% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |