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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26 |
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 | $3,873 | $40,522-90.4% | $84,628-95.4% | $67,579-94.3% |
| Participation rate | 5.9% | 51.1%-45.2pp | 68.2%-62.3pp | 71.3%-65.4pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.80%-258.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $95 | $2,132-95.5% | $3,900-97.6% | $3,539-97.3% |
| Admin fee / account holder | $1 | $145-99.0% | $4,914-100.0% | $142-99.0% |