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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER7+ 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,332 | $104,497-56.6% | $159,487-71.6% | $79,389-42.9% |
| Participation rate | 25.0% | 76.6%-51.6pp | 82.8%-57.8pp | 70.7%-45.7pp |
| Annual return | 15.15% | 67.98%-52.8pp | 263.71%-248.6pp | 116.89%-101.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,292 | $6,468-49.1% | $7,354-55.2% | $4,046-18.6% |
| Admin fee / account holder | $11 | $711-98.4% | $10,804-99.9% | $626-98.2% |