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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,782 |
ADP BROKER-DEALER8+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,318 | $34,677-61.6% | $77,024-82.7% | $64,808-79.4% |
| Participation rate | 9.5% | 49.8%-40.3pp | 67.9%-58.4pp | 71.5%-61.9pp |
| Annual return | -19.29% | -5.33%-14.0pp | 42.32%-61.6pp | 32.82%-52.1pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,157 | $2,556-54.7% | $4,426-73.9% | $4,310-73.2% |
| Admin fee / account holder | $49 | $179-72.8% | $5,425-99.1% | $188-74.1% |