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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $790 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,924 | $89,739-73.3% | $149,718-84.0% | $62,292-61.6% |
| Participation rate | 43.4% | 85.1%-41.7pp | 87.1%-43.7pp | 69.5%-26.1pp |
| Annual return | 18.30% | 21.01%-2.7pp | 1501.63%-1483.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $374 | $3,233-88.4% | $5,445-93.1% | $2,042-81.7% |
| Participant deferral / active EE | $3,228 | $4,797-32.7% | $6,569-50.9% | $3,169+1.9% |
| Admin fee / account holder | $112 | $551-79.7% | $11,283-99.0% | $479-76.6% |