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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,410 | $58,726-73.8% | $92,240-83.3% | $62,293-75.3% |
| Participation rate | 65.4% | 68.3%-3.0pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 11.59% | 43.62%-32.0pp | 176.29%-164.7pp | 28.90%-17.3pp |
| Employer contribution / active EE | $2,158 | $2,392-9.8% | $3,680-41.4% | $2,042+5.7% |
| Participant deferral / active EE | $4,528 | $2,766+63.7% | $3,897+16.2% | $3,169+42.9% |
| Admin fee / account holder | $95 | $556-83.0% | $5,194-98.2% | $479-80.2% |