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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER6+ 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 | $41,784 | $100,801-58.5% | $149,745-72.1% | $73,412-43.1% |
| Participation rate | 20.2% | 77.7%-57.5pp | 82.5%-62.2pp | 72.2%-51.9pp |
| Annual return | 27.48% | 265.34%-237.9pp | 276.72%-249.2pp | 59.30%-31.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,657 | $6,404-58.5% | $6,843-61.2% | $3,806-30.2% |
| Admin fee / account holder | $5 | $181-97.2% | $9,312-99.9% | $158-96.7% |