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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,556 |
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 | $763 | $53,216-98.6% | $155,534-99.5% | $199,960-99.6% |
| Participation rate | 36.2% | 64.1%-27.9pp | 78.2%-42.0pp | 72.0%-35.8pp |
| Annual return | 0.00% | 41.18%-41.2pp | 64.92%-64.9pp | 34.28%-34.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $325 | $3,164-89.7% | $5,630-94.2% | $5,087-93.6% |
| Admin fee / account holder | $59 | $186-68.5% | $15,900-99.6% | $269-78.3% |