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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,281 |
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.
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 | $12,236 | $55,453-77.9% | $170,435-92.8% | $62,293-80.4% |
| Participation rate | 38.1% | 66.4%-28.3pp | 83.6%-45.5pp | 69.5%-31.4pp |
| Annual return | 17.82% | 21.38%-3.6pp | 205.94%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,864 | $2,303-19.1% | $4,939-62.3% | $3,169-41.2% |
| Admin fee / account holder | $45 | $455-90.1% | $13,881-99.7% | $479-90.6% |