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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,320 | $52,279-84.1% | $89,435-90.7% | $79,856-89.6% |
| Participation rate | 16.7% | 57.5%-40.9pp | 68.0%-51.3pp | 69.6%-53.0pp |
| Annual return | 23.16% | 22.16%+1.0pp | 245.55%-222.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,958 | $2,740-28.6% | $3,890-49.7% | $3,741-47.7% |
| Admin fee / account holder | $7 | $3,356-99.8% | $4,884-99.9% | $5,306-99.9% |