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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,261 | $62,132-96.4% | $185,835-98.8% | $73,493-96.9% |
| Participation rate | 60.0% | 67.8%-7.8pp | 78.0%-18.0pp | 70.7%-10.7pp |
| Annual return | 0.00% | 20.44%-20.4pp | 35.96%-36.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,237 | $3,711-66.7% | $5,633-78.0% | $3,740-66.9% |
| Admin fee / account holder | $2 | $419-99.5% | $9,502-100.0% | $513-99.6% |