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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,645 |
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.
Employer 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 | $38,233 | $46,173-17.2% | $170,435-77.6% | $69,631-45.1% |
| Participation rate | 31.1% | 63.9%-32.8pp | 83.6%-52.5pp | 70.7%-39.6pp |
| Annual return | 16.66% | 21.62%-5.0pp | 205.94%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $192 | $1,610-88.1% | $5,432-96.5% | $2,032-90.5% |
| Participant deferral / active EE | $926 | $2,080-55.5% | $4,939-81.3% | $3,224-71.3% |
| Admin fee / account holder | $18 | $116-84.4% | $13,881-99.9% | $110-83.6% |