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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,352 |
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 | $16,274 | $106,230-84.7% | $147,080-88.9% | $77,736-79.1% |
| Participation rate | 33.5% | 78.4%-44.9pp | 82.2%-48.7pp | 70.6%-37.1pp |
| Annual return | 0.00% | 56.91%-56.9pp | 420.17%-420.2pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,758 | $8,001-78.0% | $8,066-78.2% | $4,651-62.2% |
| Admin fee / account holder | $130 | $338-61.5% | $12,989-99.0% | $433-70.0% |