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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,629 | $26,549-86.3% | $61,501-94.1% | $66,949-94.6% |
| Participation rate | 16.9% | 38.1%-21.2pp | 52.6%-35.6pp | 69.8%-52.9pp |
| Annual return | -48.40% | -16.21%-32.2pp | 339.04%-387.4pp | 1.57%-50.0pp |
| Employer contribution / active EE | $205 | $651-68.5% | $1,160-82.3% | $2,545-91.9% |
| Participant deferral / active EE | $457 | $1,338-65.8% | $2,125-78.5% | $4,239-89.2% |
| Admin fee / account holder | $53 | $409-87.0% | $2,132-97.5% | $594-91.0% |