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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,095 |
Service code 15 · EIN 85-1872416 | Recordkeeping | $15,930 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $11,277 | $82,163-86.3% | $125,381-91.0% | $64,819-82.6% |
| Participation rate | 51.3% | 77.9%-26.6pp | 82.4%-31.1pp | 71.5%-20.2pp |
| Annual return | -6.42% | 3.49%-9.9pp | 572.31%-578.7pp | 32.84%-39.3pp |
| Employer contribution / active EE | $1,282 | $3,616-64.6% | $4,815-73.4% | $2,507-48.9% |
| Participant deferral / active EE | $2,346 | $7,175-67.3% | $7,448-68.5% | $4,311-45.6% |
| Admin fee / account holder | $135 | $163-17.5% | $10,007-98.7% | $188-28.3% |