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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $808 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,833 | $46,423-89.6% | $75,900-93.6% | $67,582-92.8% |
| Participation rate | 33.1% | 63.1%-30.0pp | 69.3%-36.2pp | 71.3%-38.2pp |
| Annual return | 24.79% | 32.29%-7.5pp | 30.73%-5.9pp | 378.57%-353.8pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $675 | $2,564-73.7% | $3,604-81.3% | $3,539-80.9% |
| Admin fee / account holder | $7 | $132-94.5% | $5,421-99.9% | $142-94.9% |