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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,039 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,353 | $35,986-93.5% | $77,513-97.0% | $73,493-96.8% |
| Participation rate | 21.2% | 40.8%-19.6pp | 54.2%-33.0pp | 70.7%-49.5pp |
| Annual return | 21.05% | 19.26%+1.8pp | 54.81%-33.8pp | 28.51%-7.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $366 | $1,198-69.4% | $1,861-80.3% | $3,740-90.2% |
| Admin fee / account holder | $9 | $466-98.0% | $2,859-99.7% | $513-98.2% |