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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,655 |
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 | $9,125 | $44,714-79.6% | $91,225-90.0% | $66,938-86.4% |
| Participation rate | 39.0% | 65.0%-26.0pp | 73.2%-34.2pp | 69.8%-30.8pp |
| Annual return | 1.80% | -12.25%+14.1pp | 114.12%-112.3pp | 1.58%+0.2pp |
| Employer contribution / active EE | $609 | $1,710-64.4% | $2,851-78.6% | $2,545-76.1% |
| Participant deferral / active EE | $625 | $3,355-81.4% | $4,233-85.2% | $4,238-85.3% |
| Admin fee / account holder | $107 | $521-79.5% | $5,422-98.0% | $594-82.0% |