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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,012 |
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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,755 | $79,438-3.4% | $106,554-28.0% | $79,389-3.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 76.1%-36.1pp | 70.7%-30.7pp |
| Annual return | 11.36% | 18.27%-6.9pp | 26.80%-15.4pp | 116.89%-105.5pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,327 | $3,824-39.1% | $4,398-47.1% | $4,046-42.5% |
| Admin fee / account holder | $149 | $523-71.5% | $7,408-98.0% | $626-76.2% |