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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $1,301 | $55,470-97.7% | $155,556-99.2% | $74,478-98.3% |
| Participation rate | 68.6% | 61.9%+6.7pp | 78.2%-9.6pp | 67.2%+1.4pp |
| Annual return | 10.33% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,130 | $2,838-60.2% | $5,631-79.9% | $4,350-74.0% |
| Admin fee / account holder | $7 | $1,744-99.6% | $15,885-100.0% | $1,946-99.6% |