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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,954 |
ADP BROKER-DEALER10+ 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.
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 | $21,348 | $45,022-52.6% | $85,126-74.9% | $77,714-72.5% |
| Participation rate | 11.4% | 48.7%-37.3pp | 67.5%-56.1pp | 70.6%-59.2pp |
| Annual return | 15.33% | 79.38%-64.1pp | 66.63%-51.3pp | 31.26%-15.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,279 | $2,811-54.5% | $4,523-71.7% | $4,649-72.5% |
| Admin fee / account holder | $47 | $913-94.9% | $6,160-99.2% | $433-89.2% |