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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,734 |
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 | $7,410 | $29,369-74.8% | $77,552-90.4% | $73,412-89.9% |
| Participation rate | 22.0% | 37.9%-16.0pp | 54.2%-32.2pp | 72.2%-50.2pp |
| Annual return | 27.91% | 358.15%-330.2pp | 54.82%-26.9pp | 59.30%-31.4pp |
| Employer contribution / active EE | $177 | $406-56.3% | $987-82.0% | $2,234-92.1% |
| Participant deferral / active EE | $804 | $941-14.6% | $1,861-56.8% | $3,806-78.9% |
| Admin fee / account holder | $21 | $123-82.8% | $2,859-99.3% | $158-86.6% |