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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,765 | $31,424-84.8% | $81,473-94.2% | $69,631-93.2% |
| Participation rate | 21.3% | 50.8%-29.6pp | 68.0%-46.7pp | 70.7%-49.4pp |
| Annual return | 0.00% | 22.44%-22.4pp | 38.78%-38.8pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $97 | $1,838-94.7% | $3,537-97.3% | $3,224-97.0% |
| Admin fee / account holder | $7 | $103-93.4% | $4,561-99.9% | $110-93.9% |