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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $576 |
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 | $4,944 | $50,919-90.3% | $155,556-96.8% | $77,762-93.6% |
| Participation rate | 8.6% | 63.1%-54.5pp | 78.2%-69.6pp | 70.6%-62.0pp |
| Annual return | 13.87% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $259 | $2,824-90.8% | $5,631-95.4% | $4,651-94.4% |
| Admin fee / account holder | $3 | $437-99.3% | $15,885-100.0% | $433-99.3% |