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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,826 | $41,256-47.1% | $86,590-74.8% | $77,958-72.0% |
| Participation rate | 2.9% | 63.0%-60.1pp | 73.5%-70.7pp | 71.6%-68.8pp |
| Annual return | 15.71% | 17.67%-2.0pp | 964.84%-949.1pp | 20.87%-5.2pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $97 | $2,332-95.8% | $3,609-97.3% | $3,537-97.3% |
| Admin fee / account holder | $78 | $71+9.5% | $4,906-98.4% | $97-20.4% |