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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $790 | $62,686-98.7% | $178,540-99.6% | $77,736-99.0% |
| Participation rate | 34.2% | 66.9%-32.6pp | 77.1%-42.9pp | 70.6%-36.3pp |
| Annual return | 0.00% | 16.16%-16.2pp | 27.15%-27.1pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $252 | $4,224-94.0% | $6,281-96.0% | $4,651-94.6% |
| Admin fee / account holder | $0 | $386-100.0% | $10,424-100.0% | $433-100.0% |