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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,059 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,033 | $43,504-83.8% | $68,612-89.7% | $56,287-87.5% |
| Participation rate | 48.1% | 67.8%-19.7pp | 72.2%-24.1pp | 69.9%-21.7pp |
| Annual return | -11.43% | -3.15%-8.3pp | -4.63%-6.8pp | -9.96%-1.5pp |
| Employer contribution / active EE | $934 | $1,525-38.7% | $2,625-64.4% | $2,111-55.7% |
| Participant deferral / active EE | $1,249 | $2,509-50.2% | $3,311-62.3% | $3,350-62.7% |
| Admin fee / account holder | $175 | $515-66.0% | $5,131-96.6% | $521-66.4% |