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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,190 |
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 | $18,969 | $55,122-65.6% | $104,614-81.9% | $73,493-74.2% |
| Participation rate | 43.2% | 67.7%-24.5pp | 74.1%-30.9pp | 70.7%-27.5pp |
| Annual return | 22.73% | 24.77%-2.0pp | 340.56%-317.8pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,336 | $1,464-8.8% | $2,681-50.2% | $2,270-41.1% |
| Participant deferral / active EE | $2,007 | $2,919-31.2% | $3,739-46.3% | $3,740-46.3% |
| Admin fee / account holder | $13 | $423-97.0% | $6,464-99.8% | $513-97.5% |