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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,708 | $25,302-93.2% | $74,701-97.7% | $67,579-97.5% |
| Participation rate | 29.7% | 37.8%-8.2pp | 54.5%-24.8pp | 71.3%-41.6pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 752.92%-752.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $128 | $446-71.3% | $1,084-88.2% | $2,148-94.0% |
| Participant deferral / active EE | $453 | $954-52.5% | $1,964-76.9% | $3,539-87.2% |
| Admin fee / account holder | $8 | $108-93.0% | $3,333-99.8% | $142-94.7% |