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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,296 |
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 | $4,339 | $48,744-91.1% | $93,696-95.4% | $199,960-97.8% |
| Participation rate | 11.4% | 63.7%-52.3pp | 68.7%-57.3pp | 72.0%-60.6pp |
| Annual return | 51.45% | 15.36%+36.1pp | 133.74%-82.3pp | 34.28%+17.2pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,422-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $379 | $2,825-86.6% | $4,417-91.4% | $5,087-92.5% |
| Admin fee / account holder | $90 | $195-53.9% | $8,287-98.9% | $269-66.6% |