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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,188 | $42,546-3.2% | $71,796-42.6% | $55,167-25.3% |
| Participation rate | 22.0% | 59.1%-37.1pp | 69.1%-47.1pp | 69.0%-47.0pp |
| Annual return | 10.81% | 12.36%-1.5pp | 78.04%-67.2pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,690 | $2,064-18.1% | $2,794-39.5% | $3,054-44.7% |
| Admin fee / account holder | $524 | $650-19.3% | $4,815-89.1% | $504+4.0% |