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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,174 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,582 | $71,192-73.9% | $117,857-84.2% | $62,293-70.2% |
| Participation rate | 45.8% | 74.2%-28.5pp | 79.7%-33.9pp | 69.5%-23.7pp |
| Annual return | 53.64% | 18.66%+35.0pp | 335.09%-281.4pp | 28.90%+24.7pp |
| Employer contribution / active EE | $540 | $1,934-72.1% | $3,786-85.7% | $2,042-73.5% |
| Participant deferral / active EE | $1,784 | $3,189-44.0% | $4,482-60.2% | $3,169-43.7% |
| Admin fee / account holder | $139 | $587-76.4% | $8,020-98.3% | $479-71.1% |