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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,016 | $73,638-87.8% | $95,964-90.6% | $73,497-87.7% |
| Participation rate | 65.8% | 76.2%-10.3pp | 77.1%-11.3pp | 70.7%-4.8pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.64%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,413 | $1,863-24.2% | $2,541-44.4% | $2,270-37.8% |
| Participant deferral / active EE | $3,048 | $3,617-15.7% | $4,167-26.8% | $3,740-18.5% |
| Admin fee / account holder | $5 | $482-98.9% | $6,797-99.9% | $513-98.9% |