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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,537 |
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 | $13,619 | $84,482-83.9% | $125,363-89.1% | $66,930-79.7% |
| Participation rate | 23.0% | 76.4%-53.4pp | 82.4%-59.3pp | 69.8%-46.8pp |
| Annual return | -17.01% | -8.49%-8.5pp | 572.15%-589.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,607 | $6,782-76.3% | $7,447-78.4% | $4,238-62.1% |
| Admin fee / account holder | $72 | $685-89.5% | $10,005-99.3% | $593-87.8% |