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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,303 |
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 | $3,245 | $91,695-96.5% | $67,575-95.2% | $77,736-95.8% |
| Participation rate | 64.0% | 76.0%-12.0pp | 72.9%-8.9pp | 70.6%-6.6pp |
| Annual return | 12.80% | 14.88%-2.1pp | 3528.98%-3516.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $942 | $3,912-75.9% | $4,003-76.5% | $4,651-79.7% |
| Admin fee / account holder | $21 | $245-91.4% | $3,993-99.5% | $433-95.1% |