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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,902 | $32,425-72.5% | $74,577-88.1% | $55,167-83.9% |
| Participation rate | 36.8% | 54.0%-17.2pp | 68.1%-31.3pp | 69.0%-32.1pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,203 | $1,043+15.3% | $2,525-52.4% | $1,963-38.7% |
| Participant deferral / active EE | $2,262 | $1,995+13.4% | $3,458-34.6% | $3,054-25.9% |
| Admin fee / account holder | $10 | $748-98.7% | $4,138-99.8% | $504-98.0% |