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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,520 |
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 | $10,167 | $50,666-79.9% | $76,823-86.8% | $65,185-84.4% |
| Participation rate | 47.3% | 68.8%-21.5pp | 72.1%-24.8pp | 70.2%-22.9pp |
| Annual return | 20.22% | 28.51%-8.3pp | 1166.42%-1146.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $994 | $1,575-36.9% | $2,302-56.8% | $2,177-54.3% |
| Participant deferral / active EE | $1,394 | $2,647-47.3% | $3,336-58.2% | $3,514-60.3% |
| Admin fee / account holder | $171 | $463-63.2% | $6,422-97.3% | $847-79.9% |