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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,655 | $65,061-92.8% | $143,757-96.8% | $66,914-93.0% |
| Participation rate | 3.3% | 65.2%-61.9pp | 80.3%-77.0pp | 69.8%-66.5pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $202 | $2,919-93.1% | $5,637-96.4% | $4,237-95.2% |
| Admin fee / account holder | $8 | $502-98.3% | $14,673-99.9% | $593-98.6% |