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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,236 |
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 | $1,982 | $39,195-94.9% | $98,775-98.0% | $79,391-97.5% |
| Participation rate | 12.4% | 59.8%-47.4pp | 65.7%-53.3pp | 70.7%-58.3pp |
| Annual return | 15.94% | 19.95%-4.0pp | 49.92%-34.0pp | 116.88%-100.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $2,067-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $272 | $2,333-88.3% | $3,035-91.0% | $4,046-93.3% |
| Admin fee / account holder | $60 | $365-83.4% | $4,076-98.5% | $627-90.4% |