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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,604 | $58,895-88.8% | $178,503-96.3% | $73,497-91.0% |
| Participation rate | 32.5% | 66.2%-33.8pp | 81.9%-49.5pp | 70.7%-38.2pp |
| Annual return | 62.71% | 24.86%+37.8pp | 151.12%-88.4pp | 28.51%+34.2pp |
| Employer contribution / active EE | $233 | $2,236-89.6% | $5,011-95.3% | $2,270-89.7% |
| Participant deferral / active EE | $816 | $2,567-68.2% | $5,202-84.3% | $3,740-78.2% |
| Admin fee / account holder | $45 | $400-88.8% | $13,987-99.7% | $513-91.3% |