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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,223 |
ADP BROKER-DEALER9+ 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 | $17,508 | $40,435-56.7% | $80,627-78.3% | $74,460-76.5% |
| Participation rate | 11.2% | 47.4%-36.1pp | 67.0%-55.8pp | 70.7%-59.5pp |
| Annual return | 17.97% | 165.19%-147.2pp | 936.76%-918.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,541 | $2,673-42.4% | $4,443-65.3% | $4,530-66.0% |
| Admin fee / account holder | $37 | $721-94.9% | $5,381-99.3% | $348-89.5% |