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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,105 |
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 | $22,194 | $45,087-50.8% | $69,483-68.1% | $72,976-69.6% |
| Participation rate | 50.5% | 68.5%-18.0pp | 74.6%-24.1pp | 69.5%-19.0pp |
| Annual return | 20.33% | 22.67%-2.3pp | 28.99%-8.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $356 | $2,055-82.7% | $2,780-87.2% | $2,440-85.4% |
| Participant deferral / active EE | $2,418 | $2,603-7.1% | $3,537-31.6% | $3,608-33.0% |
| Admin fee / account holder | $35 | $3,057-98.9% | $3,841-99.1% | $5,124-99.3% |