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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $260 |
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 | $4,219 | $74,706-94.4% | $75,717-94.4% | $79,393-94.7% |
| Participation rate | 13.8% | 75.3%-61.6pp | 74.8%-61.0pp | 70.7%-56.9pp |
| Annual return | 0.00% | 18.52%-18.5pp | 104.58%-104.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $484 | $3,533-86.3% | $3,821-87.3% | $4,046-88.0% |
| Admin fee / account holder | $11 | $374-97.1% | $3,619-99.7% | $627-98.3% |