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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
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 | $19,076 | $72,620-73.7% | $90,760-79.0% | $66,938-71.5% |
| Participation rate | 8.9% | 73.7%-64.8pp | 75.7%-66.8pp | 69.8%-60.9pp |
| Annual return | -11.82% | -12.28%+0.5pp | -12.16%+0.3pp | 1.58%-13.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $734 | $3,979-81.6% | $4,565-83.9% | $4,238-82.7% |
| Admin fee / account holder | $68 | $707-90.3% | $8,444-99.2% | $594-88.5% |