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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $216 |
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 | $673 | $65,960-99.0% | $81,844-99.2% | $77,736-99.1% |
| Participation rate | 55.9% | 65.8%-9.9pp | 72.4%-16.5pp | 70.6%-14.7pp |
| Annual return | 0.00% | 26.64%-26.6pp | 778.87%-778.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $236 | $3,505-93.3% | $4,323-94.5% | $4,651-94.9% |
| Admin fee / account holder | $1 | $526-99.8% | $7,355-100.0% | $433-99.7% |