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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $125 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,824 | $89,652-86.8% | $141,197-91.6% | $65,186-81.9% |
| Participation rate | 37.8% | 74.7%-36.9pp | 82.5%-44.7pp | 70.2%-32.4pp |
| Annual return | 31.88% | 32.79%-0.9pp | 71.41%-39.5pp | 29.39%+2.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,697 | $5,691-70.2% | $6,710-74.7% | $3,514-51.7% |
| Admin fee / account holder | $2 | $569-99.7% | $10,265-100.0% | $847-99.8% |