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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,406 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,441 | $67,512-97.9% | $185,823-99.2% | $93,030-98.5% |
| Participation rate | 43.3% | 67.1%-23.9pp | 81.7%-38.4pp | 73.9%-30.7pp |
| Annual return | 128.84% | 21.04%+107.8pp | 122.05%+6.8pp | 158.70%-29.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $718 | $3,035-76.3% | $5,568-87.1% | $4,562-84.3% |
| Admin fee / account holder | $114 | $318-64.3% | $16,237-99.3% | $152-25.1% |