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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,355 | $73,412-98.2% | - | $73,412-98.2% |
| Participation rate | 7.8% | 72.2%-64.3pp | - | 72.2%-64.3pp |
| Annual return | 0.00% | 59.30%-59.3pp | - | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | - | $2,234-100.0% |
| Participant deferral / active EE | $99 | $3,806-97.4% | - | $3,806-97.4% |
| Admin fee / account holder | $6 | $158-96.2% | - | $158-96.2% |