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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
ADP BROKER-DEALER7+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,667 | $84,936-22.7% | $111,297-41.0% | $79,386-17.3% |
| Participation rate | 14.1% | 75.9%-61.8pp | 77.3%-63.2pp | 70.7%-56.6pp |
| Annual return | 10.57% | 17.45%-6.9pp | 54.65%-44.1pp | 116.85%-106.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $957 | $3,888-75.4% | $4,487-78.7% | $4,046-76.3% |
| Admin fee / account holder | $10 | $537-98.2% | $7,964-99.9% | $626-98.4% |