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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,392 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,192 | $70,879-78.6% | $189,575-92.0% | $79,391-80.9% |
| Participation rate | 54.9% | 68.0%-13.0pp | 78.4%-23.5pp | 70.7%-15.8pp |
| Annual return | 16.80% | 20.70%-3.9pp | 64.19%-47.4pp | 116.88%-100.1pp |
| Employer contribution / active EE | $2,176 | $1,806+20.5% | $4,412-50.7% | $2,428-10.4% |
| Participant deferral / active EE | $1,095 | $4,081-73.2% | $6,174-82.3% | $4,046-72.9% |
| Admin fee / account holder | $175 | $647-73.0% | $9,806-98.2% | $627-72.0% |