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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,727 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,611 |
ADP BROKER-DEALER6+ 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 | $13,127 | $47,634-72.4% | $90,430-85.5% | $90,274-85.5% |
| Participation rate | 16.6% | 67.5%-50.9pp | 72.7%-56.1pp | 73.4%-56.8pp |
| Annual return | 21.68% | 19.61%+2.1pp | 1293.73%-1272.1pp | 53.97%-32.3pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $614 | $2,824-78.3% | $3,963-84.5% | $4,231-85.5% |
| Admin fee / account holder | $67 | $106-36.8% | $5,613-98.8% | $114-41.2% |