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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,930 |
ADP BROKER-DEALER3 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).
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 | $10,952 | $38,365-71.5% | $84,628-87.1% | $65,185-83.2% |
| Participation rate | 51.0% | 55.7%-4.6pp | 68.2%-17.2pp | 70.2%-19.2pp |
| Annual return | 23.95% | 32.00%-8.0pp | 258.80%-234.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $679 | $1,258-46.1% | $2,653-74.4% | $2,177-68.8% |
| Participant deferral / active EE | $1,778 | $2,278-21.9% | $3,900-54.4% | $3,514-49.4% |
| Admin fee / account holder | $33 | $451-92.8% | $4,914-99.3% | $847-96.2% |