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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,306 | $46,297-82.1% | $71,671-88.4% | $62,293-86.7% |
| Participation rate | 39.6% | 60.6%-21.0pp | 68.7%-29.1pp | 69.5%-29.9pp |
| Annual return | 459.71% | 22.32%+437.4pp | 20.65%+439.1pp | 28.90%+430.8pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,632 | $2,235-27.0% | $3,438-52.5% | $3,169-48.5% |
| Admin fee / account holder | $3 | $461-99.5% | $5,558-100.0% | $479-99.5% |