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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68 |
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 | $1,222 | $59,328-97.9% | $118,946-99.0% | $73,493-98.3% |
| Participation rate | 68.2% | 62.3%+5.9pp | 75.4%-7.2pp | 70.7%-2.5pp |
| Annual return | 0.00% | 19.13%-19.1pp | 35.89%-35.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $828 | $2,604-68.2% | $4,266-80.6% | $3,740-77.9% |
| Admin fee / account holder | $1 | $600-99.9% | $6,581-100.0% | $513-99.9% |