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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
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.
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 | $7,956 | $56,918-86.0% | $182,558-95.6% | $65,186-87.8% |
| Participation rate | 33.6% | 66.5%-32.9pp | 78.0%-44.4pp | 70.2%-36.6pp |
| Annual return | 72.52% | 27.67%+44.8pp | 148.59%-76.1pp | 29.39%+43.1pp |
| Employer contribution / active EE | $541 | $1,615-66.5% | $4,076-86.7% | $2,177-75.1% |
| Participant deferral / active EE | $974 | $3,526-72.4% | $5,526-82.4% | $3,514-72.3% |
| Admin fee / account holder | $20 | $531-96.2% | $8,594-99.8% | $847-97.6% |