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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,175 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1701 RIVER RUN RD · FORT WORTH, TX 76107 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,687 | $33,067-70.7% | $76,518-87.3% | $56,289-82.8% |
| Participation rate | 47.3% | 55.4%-8.1pp | 68.0%-20.7pp | 69.9%-22.6pp |
| Annual return | -4.42% | 2.72%-7.1pp | -0.27%-4.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $442 | $1,200-63.1% | $2,647-83.3% | $2,111-79.0% |
| Participant deferral / active EE | $1,163 | $2,240-48.1% | $3,836-69.7% | $3,350-65.3% |
| Admin fee / account holder | $9 | $537-98.4% | $4,849-99.8% | $521-98.4% |