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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,172 | $45,031-73.0% | $85,009-85.7% | $77,671-84.3% |
| Participation rate | 24.0% | 48.7%-24.7pp | 67.5%-43.5pp | 70.6%-46.6pp |
| Annual return | 29.81% | 79.22%-49.4pp | 66.47%-36.7pp | 31.21%-1.4pp |
| Employer contribution / active EE | $190 | $1,609-88.2% | $2,728-93.0% | $2,726-93.0% |
| Participant deferral / active EE | $807 | $2,807-71.2% | $4,522-82.1% | $4,648-82.6% |
| Admin fee / account holder | $83 | $912-90.9% | $6,153-98.6% | $430-80.7% |