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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER5+ 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.
Employer 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 | $41,541 | $52,967-21.6% | $172,753-76.0% | $65,186-36.3% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.7pp |
| Annual return | 21.54% | 30.12%-8.6pp | 803.00%-781.5pp | 29.39%-7.8pp |
| Employer contribution / active EE | $188 | $2,190-91.4% | $5,144-96.3% | $2,177-91.3% |
| Participant deferral / active EE | $1,458 | $2,471-41.0% | $5,198-72.0% | $3,514-58.5% |
| Admin fee / account holder | $3 | $472-99.3% | $13,956-100.0% | $847-99.6% |