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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,245 | $91,762-96.5% | $67,502-95.2% | $77,643-95.8% |
| Participation rate | 64.0% | 75.9%-11.9pp | 72.9%-8.9pp | 70.6%-6.6pp |
| Annual return | 12.80% | 14.87%-2.1pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $942 | $3,903-75.9% | $4,000-76.5% | $4,647-79.7% |
| Admin fee / account holder | $21 | $176-88.0% | $3,998-99.5% | $430-95.1% |