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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $1,987 | $31,741-93.7% | $56,033-96.5% | $199,960-99.0% |
| Participation rate | 30.9% | 32.3%-1.4pp | 52.5%-21.5pp | 72.0%-41.1pp |
| Annual return | 3.42% | 14.72%-11.3pp | 1711.38%-1708.0pp | 34.28%-30.9pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,041-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $283 | $1,184-76.1% | $1,954-85.5% | $5,087-94.4% |
| Admin fee / account holder | $143 | $426-66.5% | $2,827-95.0% | $269-47.0% |