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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,498 |
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 | $12,408 | $72,027-82.8% | $185,835-93.3% | $79,852-84.5% |
| Participation rate | 33.0% | 65.8%-32.8pp | 78.0%-45.1pp | 69.6%-36.6pp |
| Annual return | 22.30% | 23.13%-0.8pp | 35.96%-13.7pp | 31.72%-9.4pp |
| Employer contribution / active EE | $764 | $1,965-61.1% | $4,087-81.3% | $2,471-69.1% |
| Participant deferral / active EE | $1,108 | $3,780-70.7% | $5,633-80.3% | $3,740-70.4% |
| Admin fee / account holder | $62 | $4,513-98.6% | $9,502-99.3% | $5,306-98.8% |