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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,167 |
ADP BROKER-DEALER2+ 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,846 | $63,768-92.4% | $98,483-95.1% | $79,391-93.9% |
| Participation rate | 30.8% | 69.9%-39.0pp | 73.3%-42.5pp | 70.7%-39.9pp |
| Annual return | 16.65% | 626.18%-609.5pp | 1494.38%-1477.7pp | 116.88%-100.2pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,548 | $3,305-22.9% | $4,276-40.4% | $4,046-37.0% |
| Admin fee / account holder | $26 | $516-95.0% | $5,953-99.6% | $627-95.9% |