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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,913 |
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 | $2,723 | $55,694-95.1% | $81,844-96.7% | $199,960-98.6% |
| Participation rate | 56.4% | 62.7%-6.3pp | 72.4%-16.0pp | 72.0%-15.6pp |
| Annual return | 42.18% | 19.59%+22.6pp | 778.87%-736.7pp | 34.28%+7.9pp |
| Employer contribution / active EE | $257 | $2,114-87.8% | $2,916-91.2% | $3,036-91.5% |
| Participant deferral / active EE | $989 | $3,299-70.0% | $4,323-77.1% | $5,087-80.6% |
| Admin fee / account holder | $131 | $348-62.2% | $7,355-98.2% | $269-51.2% |