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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3329328 | Recordkeeping | $7,307 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
ADP BROKER-DEALER5 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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,532 | $58,344-61.4% | $98,483-77.1% | $86,821-74.0% |
| Participation rate | 7.2% | 68.4%-61.2pp | 73.3%-66.2pp | 72.3%-65.1pp |
| Annual return | 15.42% | 43.47%-28.1pp | 1494.38%-1479.0pp | 97.94%-82.5pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $217 | $3,156-93.1% | $4,276-94.9% | $4,132-94.7% |
| Admin fee / account holder | $117 | $138-15.3% | $5,953-98.0% | $170-31.1% |