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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,625 |
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 | $3,063 | $55,470-94.5% | $155,556-98.0% | $74,478-95.9% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.3pp | 67.2%+0.7pp |
| Annual return | 6.06% | 269.80%-263.7pp | 64.84%-58.8pp | 1370.56%-1364.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $957 | $2,838-66.3% | $5,631-83.0% | $4,350-78.0% |
| Admin fee / account holder | $71 | $1,744-95.9% | $15,885-99.6% | $1,946-96.3% |