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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,162 | $59,220-89.6% | $96,570-93.6% | $79,391-92.2% |
| Participation rate | 8.9% | 61.9%-53.0pp | 69.8%-60.9pp | 70.7%-61.8pp |
| Annual return | 19.11% | 27.08%-8.0pp | 37.79%-18.7pp | 116.88%-97.8pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $400 | $2,948-86.4% | $3,849-89.6% | $4,046-90.1% |
| Admin fee / account holder | $3 | $659-99.5% | $6,182-100.0% | $627-99.5% |