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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,646 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,152 | $29,525-72.4% | $56,033-85.5% | $77,736-89.5% |
| Participation rate | 27.0% | 32.7%-5.7pp | 52.5%-25.5pp | 70.6%-43.6pp |
| Annual return | 9.79% | 18.90%-9.1pp | 1711.38%-1701.6pp | 31.26%-21.5pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $297 | $1,062-72.0% | $1,954-84.8% | $4,651-93.6% |
| Admin fee / account holder | $99 | $1,040-90.5% | $2,827-96.5% | $433-77.1% |