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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,239 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,315 | $71,534-87.0% | $98,462-90.5% | $71,529-87.0% |
| Participation rate | 28.3% | 72.7%-44.4pp | 75.2%-46.9pp | 67.9%-39.6pp |
| Annual return | 14.35% | 32.44%-18.1pp | 21.17%-6.8pp | 28.97%-14.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $960 | $4,109-76.6% | $4,738-79.7% | $4,291-77.6% |
| Admin fee / account holder | $143 | $1,677-91.4% | $8,875-98.4% | $1,588-91.0% |