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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,075 |
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 | $377 | $53,216-99.3% | $155,534-99.8% | $199,960-99.8% |
| Participation rate | 55.9% | 64.1%-8.2pp | 78.2%-22.3pp | 72.0%-16.1pp |
| Annual return | 0.00% | 41.18%-41.2pp | 64.92%-64.9pp | 34.28%-34.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $232 | $3,164-92.7% | $5,630-95.9% | $5,087-95.4% |
| Admin fee / account holder | $22 | $186-88.4% | $15,900-99.9% | $269-92.0% |