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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,467 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,249 | $64,176-77.8% | $112,249-87.3% | $66,938-78.7% |
| Participation rate | 42.3% | 68.4%-26.1pp | 75.1%-32.7pp | 69.8%-27.5pp |
| Annual return | -19.37% | -13.80%-5.6pp | 27.48%-46.9pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,828 | $3,007-39.2% | $3,636-49.7% | $2,545-28.2% |
| Participant deferral / active EE | $3,143 | $3,694-14.9% | $4,729-33.5% | $4,238-25.8% |
| Admin fee / account holder | $65 | $626-89.6% | $6,412-99.0% | $594-89.0% |