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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER2+ 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.
Participant 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 | $58,021 | $63,924-9.2% | $108,582-46.6% | $55,167+5.2% |
| Participation rate | 38.5% | 74.3%-35.9pp | 79.6%-41.1pp | 69.0%-30.5pp |
| Annual return | 10.02% | 15.31%-5.3pp | -51.70%+61.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,052 | $3,067-65.7% | $4,311-75.6% | $3,054-65.6% |
| Admin fee / account holder | $112 | $618-81.9% | $7,645-98.5% | $504-77.8% |