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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146 | $60,454-99.8% | $81,844-99.8% | $74,459-99.8% |
| Participation rate | 58.2% | 63.0%-4.8pp | 72.4%-14.2pp | 67.2%-9.1pp |
| Annual return | 0.00% | 16.87%-16.9pp | 778.87%-778.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $104 | $3,398-96.9% | $4,323-97.6% | $4,350-97.6% |
| Admin fee / account holder | $1 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |