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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,187 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153 | $56,095-99.7% | $178,503-99.9% | $90,274-99.8% |
| Participation rate | 59.5% | 65.6%-6.1pp | 81.9%-22.4pp | 73.4%-13.9pp |
| Annual return | 0.00% | 28.81%-28.8pp | 151.12%-151.1pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $94 | $2,669-96.5% | $5,202-98.2% | $4,231-97.8% |
| Admin fee / account holder | $10 | $101-90.4% | $13,987-99.9% | $114-91.5% |