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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,654 | $46,332-74.8% | $143,799-91.9% | $64,819-82.0% |
| Participation rate | 30.0% | 64.2%-34.2pp | 80.3%-50.3pp | 71.5%-41.4pp |
| Annual return | -16.22% | -10.05%-6.2pp | -0.04%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $227 | $1,911-88.1% | $4,952-95.4% | $2,507-91.0% |
| Participant deferral / active EE | $924 | $2,647-65.1% | $5,638-83.6% | $4,311-78.6% |
| Admin fee / account holder | $174 | $154+13.1% | $14,677-98.8% | $188-7.3% |