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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,626 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,409 | $56,638-71.0% | $169,390-90.3% | $74,460-78.0% |
| Participation rate | 31.1% | 67.5%-36.4pp | 77.2%-46.1pp | 70.7%-39.6pp |
| Annual return | 33.46% | 24.75%+8.7pp | 406.07%-372.6pp | 34.38%-0.9pp |
| Employer contribution / active EE | $699 | $2,027-65.5% | $4,013-82.6% | $2,638-73.5% |
| Participant deferral / active EE | $1,323 | $4,223-68.7% | $6,222-78.7% | $4,530-70.8% |
| Admin fee / account holder | $39 | $307-87.4% | $9,015-99.6% | $348-88.9% |