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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,573 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,034 | $99,957-95.0% | $149,745-96.6% | $73,497-93.2% |
| Participation rate | 52.1% | 75.7%-23.6pp | 82.5%-30.4pp | 70.7%-18.6pp |
| Annual return | 18.57% | 53.87%-35.3pp | 276.72%-258.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,068 | $3,191-66.5% | $4,646-77.0% | $2,270-53.0% |
| Participant deferral / active EE | $2,106 | $6,073-65.3% | $6,843-69.2% | $3,740-43.7% |
| Admin fee / account holder | $64 | $551-88.4% | $9,312-99.3% | $513-87.5% |