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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,071 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,511 | $45,022-76.7% | $85,126-87.7% | $77,714-86.5% |
| Participation rate | 18.5% | 48.7%-30.2pp | 67.5%-49.1pp | 70.6%-52.1pp |
| Annual return | 62.43% | 79.38%-17.0pp | 66.63%-4.2pp | 31.26%+31.2pp |
| Employer contribution / active EE | $223 | $1,610-86.1% | $2,731-91.8% | $2,727-91.8% |
| Participant deferral / active EE | $828 | $2,811-70.6% | $4,523-81.7% | $4,649-82.2% |
| Admin fee / account holder | $98 | $913-89.3% | $6,160-98.4% | $433-77.5% |