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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,597 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,360 | $63,764-85.3% | $81,930-88.6% | $79,858-88.3% |
| Participation rate | 67.5% | 67.5%0pp | 72.0%-4.5pp | 69.6%-2.1pp |
| Annual return | 17.35% | 22.66%-5.3pp | 29.49%-12.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $494 | $1,795-72.5% | $4,310-88.5% | $2,471-80.0% |
| Participant deferral / active EE | $1,072 | $2,780-61.5% | $7,107-84.9% | $3,740-71.3% |
| Admin fee / account holder | $68 | $4,426-98.5% | $5,158-98.7% | $5,306-98.7% |