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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,002 | $80,753-71.5% | $136,298-83.1% | $62,293-63.1% |
| Participation rate | 19.0% | 73.5%-54.6pp | 81.9%-63.0pp | 69.5%-50.6pp |
| Annual return | 29.51% | 35.83%-6.3pp | 5156.27%-5126.8pp | 28.90%+0.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $787 | $5,164-84.8% | $6,247-87.4% | $3,169-75.2% |
| Admin fee / account holder | $13 | $525-97.5% | $9,244-99.9% | $479-97.3% |