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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,208 | $30,599-30.7% | $74,577-71.6% | $57,658-63.2% |
| Participation rate | 3.7% | 49.1%-45.4pp | 68.1%-64.4pp | 70.2%-66.5pp |
| Annual return | 12.22% | 14.24%-2.0pp | 20.47%-8.3pp | 5.13%+7.1pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $498 | $1,805-72.4% | $3,458-85.6% | $3,061-83.7% |
| Admin fee / account holder | $11 | $98-88.3% | $4,138-99.7% | $95-87.9% |