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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,182 |
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 | $12,119 | $45,825-73.6% | $90,657-86.6% | $56,289-78.5% |
| Participation rate | 21.3% | 66.7%-45.4pp | 74.0%-52.8pp | 69.9%-48.6pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $992 | $2,562-61.3% | $3,424-71.0% | $3,350-70.4% |
| Admin fee / account holder | $62 | $413-84.9% | $4,994-98.7% | $521-88.0% |