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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,233 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,011 | $47,766-91.6% | $82,744-95.2% | $64,819-93.8% |
| Participation rate | 54.3% | 67.7%-13.4pp | 72.6%-18.3pp | 71.5%-17.2pp |
| Annual return | -21.61% | -13.06%-8.6pp | 702.22%-723.8pp | 32.84%-54.4pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,572 | $3,332-52.8% | $4,395-64.2% | $4,311-63.5% |
| Admin fee / account holder | $43 | $143-70.1% | $5,325-99.2% | $188-77.2% |