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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 | $45,109-73.0% | $85,240-85.7% | $77,762-84.3% |
| Participation rate | 24.0% | 48.7%-24.6pp | 67.5%-43.5pp | 70.6%-46.6pp |
| Annual return | 29.81% | 79.55%-49.7pp | 66.75%-36.9pp | 31.27%-1.5pp |
| Employer contribution / active EE | $190 | $1,602-88.2% | $2,735-93.1% | $2,728-93.0% |
| Participant deferral / active EE | $807 | $2,814-71.3% | $4,527-82.2% | $4,651-82.6% |
| Admin fee / account holder | $83 | $915-90.9% | $6,165-98.7% | $433-80.8% |