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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,436 |
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 | $8,937 | $46,219-80.7% | $89,414-90.0% | $90,274-90.1% |
| Participation rate | 3.9% | 44.9%-41.0pp | 68.0%-64.1pp | 73.4%-69.4pp |
| Annual return | 108.19% | 25.71%+82.5pp | 245.50%-137.3pp | 53.97%+54.2pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $244 | $2,136-88.6% | $3,890-93.7% | $4,231-94.2% |
| Admin fee / account holder | $29 | $147-80.0% | $4,883-99.4% | $114-74.3% |