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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41 |
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 | $2,057 | $26,549-92.3% | $61,501-96.7% | $66,949-96.9% |
| Participation rate | 5.7% | 38.1%-32.4pp | 52.6%-46.9pp | 69.8%-64.1pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $181 | $1,338-86.5% | $2,125-91.5% | $4,239-95.7% |
| Admin fee / account holder | $5 | $409-98.9% | $2,132-99.8% | $594-99.2% |