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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,666 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,364 | $37,418-77.6% | $77,096-89.2% | $77,906-89.3% |
| Participation rate | 5.0% | 46.9%-41.9pp | 67.9%-62.9pp | 73.7%-68.7pp |
| Annual return | -17.03% | -7.13%-9.9pp | 42.35%-59.4pp | 12.16%-29.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $301 | $2,572-88.3% | $4,429-93.2% | $4,805-93.7% |
| Admin fee / account holder | $48 | $126-61.6% | $5,428-99.1% | $133-63.5% |