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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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.
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 | $34,329 | $51,288-33.1% | $81,982-58.1% | $73,412-53.2% |
| Participation rate | 49.7% | 64.0%-14.3pp | 69.3%-19.6pp | 72.2%-22.5pp |
| Annual return | 0.00% | 29.48%-29.5pp | 41.31%-41.3pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $280 | $2,715-89.7% | $3,722-92.5% | $3,806-92.6% |
| Admin fee / account holder | $0 | $125-99.7% | $5,665-100.0% | $158-99.8% |