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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,198 | $59,159-87.8% | $159,960-95.5% | $66,914-89.2% |
| Participation rate | 64.6% | 68.1%-3.5pp | 78.0%-13.4pp | 69.8%-5.2pp |
| Annual return | -19.12% | -12.26%-6.9pp | 408.60%-427.7pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,335 | $4,395-46.9% | $6,182-62.2% | $4,237-44.9% |
| Admin fee / account holder | $11 | $591-98.1% | $8,698-99.9% | $593-98.1% |