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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $361 |
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 | $32,594 | $82,093-60.3% | $379,746-91.4% | $73,412-55.6% |
| Participation rate | 19.3% | 76.8%-57.5pp | 78.4%-59.1pp | 72.2%-52.8pp |
| Annual return | 15.11% | 18.89%-3.8pp | 34.90%-19.8pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $715 | $4,697-84.8% | $6,024-88.1% | $3,806-81.2% |
| Admin fee / account holder | $2 | $128-98.3% | $7,927-100.0% | $158-98.6% |