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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,843 |
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 | $2,645 | $89,225-97.0% | $136,072-98.1% | $74,459-96.4% |
| Participation rate | 68.4% | 69.4%-1.0pp | 76.4%-8.0pp | 67.2%+1.2pp |
| Annual return | 13.79% | 22.76%-9.0pp | 580.46%-566.7pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,216-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,266 | $4,597-72.5% | $7,028-82.0% | $4,350-70.9% |
| Admin fee / account holder | $31 | $1,545-98.0% | $6,718-99.5% | $1,945-98.4% |