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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $2,977 | $65,125-95.4% | $143,797-97.9% | $66,949-95.6% |
| Participation rate | 50.3% | 65.2%-14.9pp | 80.3%-30.0pp | 69.8%-19.5pp |
| Annual return | -20.55% | -11.13%-9.4pp | -0.04%-20.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,003 | $2,920-65.7% | $5,638-82.2% | $4,239-76.3% |
| Admin fee / account holder | $30 | $503-94.0% | $14,679-99.8% | $594-94.9% |