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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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 | $11,474 | $53,901-78.7% | $134,162-91.4% | $73,497-84.4% |
| Participation rate | 19.5% | 62.8%-43.3pp | 72.2%-52.7pp | 70.7%-51.2pp |
| Annual return | 0.00% | 15.82%-15.8pp | 36.35%-36.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $170 | $2,739-93.8% | $3,500-95.1% | $3,740-95.5% |
| Admin fee / account holder | $25 | $581-95.6% | $6,685-99.6% | $513-95.1% |