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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
ADP BROKER-DEALER3+ 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.
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 | $6,349 | $35,986-82.4% | $77,552-91.8% | $73,497-91.4% |
| Participation rate | 33.1% | 40.8%-7.8pp | 54.2%-21.1pp | 70.7%-37.6pp |
| Annual return | 9.10% | 19.26%-10.2pp | 54.82%-45.7pp | 28.51%-19.4pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,136 | $1,198-5.2% | $1,861-39.0% | $3,740-69.6% |
| Admin fee / account holder | $25 | $466-94.6% | $2,859-99.1% | $513-95.1% |