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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $360 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,681 | $50,666-90.8% | $76,667-93.9% | $65,186-92.8% |
| Participation rate | 37.0% | 68.8%-31.8pp | 72.1%-35.1pp | 70.2%-33.2pp |
| Annual return | 0.00% | 28.51%-28.5pp | 1166.74%-1166.7pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $314 | $2,647-88.1% | $3,336-90.6% | $3,514-91.1% |
| Admin fee / account holder | $3 | $463-99.3% | $6,423-99.9% | $847-99.6% |