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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,258 |
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 | $13,137 | $89,370-85.3% | $141,197-90.7% | $72,976-82.0% |
| Participation rate | 69.7% | 75.1%-5.5pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 28.45% | 111.88%-83.4pp | 71.41%-43.0pp | 81.02%-52.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,080 | $5,419-24.7% | $6,710-39.2% | $3,608+13.1% |
| Admin fee / account holder | $114 | $5,957-98.1% | $10,265-98.9% | $5,124-97.8% |