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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $573 |
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 | $470 | $61,815-99.2% | $97,295-99.5% | $80,959-99.4% |
| Participation rate | 54.4% | 63.5%-9.1pp | 72.7%-18.3pp | 67.7%-13.3pp |
| Annual return | 23.27% | -558.73%+582.0pp | 75.62%-52.4pp | 35.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $679 | $3,027-77.6% | $4,264-84.1% | $4,300-84.2% |
| Admin fee / account holder | $3 | $5,166-99.9% | $5,646-99.9% | $6,925-100.0% |