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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,985 | $45,602-82.5% | $117,472-93.2% | $66,914-88.1% |
| Participation rate | 53.4% | 57.6%-4.2pp | 70.6%-17.2pp | 69.8%-16.4pp |
| Annual return | -18.64% | -16.74%-1.9pp | 29.74%-48.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,948 | $2,845-31.5% | $4,070-52.1% | $4,237-54.0% |
| Admin fee / account holder | $54 | $661-91.8% | $5,645-99.0% | $593-90.9% |