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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $330 |
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 | $3,287 | $25,302-87.0% | $74,722-95.6% | $67,579-95.1% |
| Participation rate | 15.2% | 37.8%-22.6pp | 54.5%-39.2pp | 71.3%-56.0pp |
| Annual return | 19.62% | 10291.17%-10271.5pp | 753.11%-733.5pp | 378.56%-358.9pp |
| Employer contribution / active EE | $107 | $446-76.1% | $1,084-90.2% | $2,148-95.0% |
| Participant deferral / active EE | $139 | $954-85.4% | $1,963-92.9% | $3,539-96.1% |
| Admin fee / account holder | $46 | $108-56.9% | $3,335-98.6% | $142-67.4% |