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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,662 | $43,133-79.9% | $89,414-90.3% | $73,493-88.2% |
| Participation rate | 31.3% | 55.0%-23.7pp | 68.0%-36.7pp | 70.7%-39.4pp |
| Annual return | 14.13% | 135.66%-121.5pp | 245.50%-231.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,123 | $2,445-54.1% | $3,890-71.1% | $3,740-70.0% |
| Admin fee / account holder | $48 | $444-89.1% | $4,883-99.0% | $513-90.6% |