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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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 | $3,346 | $54,590-93.9% | $81,926-95.9% | $73,493-95.4% |
| Participation rate | 9.8% | 68.3%-58.5pp | 72.0%-62.2pp | 70.7%-60.9pp |
| Annual return | 0.00% | 17.74%-17.7pp | 29.49%-29.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $330 | $2,759-88.0% | $7,108-95.4% | $3,740-91.2% |
| Admin fee / account holder | $2 | $592-99.6% | $5,159-100.0% | $513-99.6% |