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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,806 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,034 | $79,694-86.2% | $96,161-88.5% | $79,393-86.1% |
| Participation rate | 31.3% | 54.0%-22.7pp | 68.4%-37.2pp | 70.7%-39.5pp |
| Annual return | 7.44% | 40.84%-33.4pp | 192.01%-184.6pp | 116.87%-109.4pp |
| Employer contribution / active EE | $683 | $1,443-52.7% | $2,798-75.6% | $2,428-71.9% |
| Participant deferral / active EE | $1,561 | $2,539-38.5% | $4,349-64.1% | $4,046-61.4% |
| Admin fee / account holder | $89 | $630-85.9% | $5,538-98.4% | $627-85.8% |