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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,410 | $34,634-52.6% | $77,096-78.7% | $64,819-74.7% |
| Participation rate | 28.6% | 49.8%-21.3pp | 67.9%-39.4pp | 71.5%-42.9pp |
| Annual return | -19.25% | -5.31%-13.9pp | 42.35%-61.6pp | 32.84%-52.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,413 | $2,553+33.7% | $4,429-22.9% | $4,311-20.8% |
| Admin fee / account holder | $100 | $178-43.6% | $5,428-98.1% | $188-46.5% |