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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
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 | $9,095 | $49,471-81.6% | $79,583-88.6% | $66,949-86.4% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.5%-58.4pp | 69.8%-58.8pp |
| Annual return | 9.26% | 84.30%-75.0pp | 0.16%+9.1pp | 1.57%+7.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $529 | $3,160-83.3% | $3,986-86.7% | $4,239-87.5% |
| Admin fee / account holder | $4 | $595-99.3% | $6,835-99.9% | $594-99.3% |