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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,080 | $111,608-82.0% | $177,840-88.7% | $73,412-72.6% |
| Participation rate | 54.6% | 87.9%-33.3pp | 87.7%-33.1pp | 72.2%-17.6pp |
| Annual return | 100.41% | 18.23%+82.2pp | 48.32%+52.1pp | 59.30%+41.1pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,894 | $6,199-37.2% | $7,714-49.5% | $3,806+2.3% |
| Admin fee / account holder | $6 | $166-96.2% | $12,431-99.9% | $158-96.0% |