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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $655 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 3500 WINDCHESTER RD STE 100 · ALLENTOWN, PA 18104 | 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.
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 | $29,187 | $47,848-39.0% | $81,473-64.2% | $70,126-58.4% |
| Participation rate | 26.0% | 58.3%-32.3pp | 68.0%-42.0pp | 69.5%-43.6pp |
| Annual return | 18.70% | 27.25%-8.5pp | 38.78%-20.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $696 | $2,453-71.6% | $3,537-80.3% | $3,332-79.1% |
| Admin fee / account holder | $18 | $3,145-99.4% | $4,561-99.6% | $4,645-99.6% |