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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,212 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,922 | $56,918-86.1% | $182,531-95.7% | $65,185-87.8% |
| Participation rate | 30.3% | 66.5%-36.2pp | 78.0%-47.7pp | 70.2%-39.9pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.57%-148.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $598 | $1,615-63.0% | $4,075-85.3% | $2,177-72.5% |
| Participant deferral / active EE | $813 | $3,526-77.0% | $5,525-85.3% | $3,514-76.9% |
| Admin fee / account holder | $34 | $531-93.7% | $8,593-99.6% | $847-96.0% |