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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $103 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355 | $46,292-99.2% | $143,757-99.8% | $64,808-99.5% |
| Participation rate | 66.7% | 64.2%+2.5pp | 80.3%-13.6pp | 71.5%-4.7pp |
| Annual return | 0.00% | -10.05%+10.0pp | -0.04%0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $302 | $2,646-88.6% | $5,637-94.6% | $4,310-93.0% |
| Admin fee / account holder | $0 | $154-99.9% | $14,673-100.0% | $188-99.9% |