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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,270 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1601 NEW ROAD · NORTHFIELD, NJ 08225 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,037 | $46,173-69.6% | $170,435-91.8% | $69,631-79.8% |
| Participation rate | 37.9% | 63.9%-26.0pp | 83.6%-45.7pp | 70.7%-32.8pp |
| Annual return | 58.08% | 21.62%+36.5pp | 205.94%-147.9pp | 27571.02%-27512.9pp |
| Employer contribution / active EE | $99 | $1,610-93.8% | $5,432-98.2% | $2,032-95.1% |
| Participant deferral / active EE | $843 | $2,080-59.5% | $4,939-82.9% | $3,224-73.9% |
| Admin fee / account holder | $10 | $116-91.2% | $13,881-99.9% | $110-90.8% |