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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
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.
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 | $24,102 | $52,884-54.4% | $84,753-71.6% | $55,167-56.3% |
| Participation rate | 32.1% | 67.5%-35.5pp | 76.6%-44.5pp | 69.0%-36.9pp |
| Annual return | 8.53% | 18.03%-9.5pp | 22.78%-14.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $469 | $2,233-79.0% | $3,574-86.9% | $1,963-76.1% |
| Participant deferral / active EE | $946 | $2,644-64.2% | $3,712-74.5% | $3,054-69.0% |
| Admin fee / account holder | $21 | $581-96.4% | $5,333-99.6% | $504-95.9% |