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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $572 |
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 | $5,863 | $46,332-87.3% | $143,799-95.9% | $64,819-91.0% |
| Participation rate | 15.0% | 64.2%-49.2pp | 80.3%-65.3pp | 71.5%-56.4pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $695 | $2,647-73.7% | $5,638-87.7% | $4,311-83.9% |
| Admin fee / account holder | $9 | $154-94.0% | $14,677-99.9% | $188-95.1% |