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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,151 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,066 | $99,957-75.9% | $149,745-83.9% | $73,497-67.3% |
| Participation rate | 28.3% | 75.7%-47.4pp | 82.5%-54.2pp | 70.7%-42.4pp |
| Annual return | 62.91% | 53.87%+9.0pp | 276.72%-213.8pp | 28.51%+34.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,513 | $6,073-58.6% | $6,843-63.3% | $3,740-32.8% |
| Admin fee / account holder | $23 | $551-95.9% | $9,312-99.8% | $513-95.6% |