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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,832 |
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 | $12,856 | $43,133-70.2% | $89,400-85.6% | $73,493-82.5% |
| Participation rate | 36.3% | 55.0%-18.7pp | 68.0%-31.7pp | 70.7%-34.4pp |
| Annual return | 15.53% | 135.66%-120.1pp | 245.64%-230.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,907 | $2,445+59.8% | $3,890+0.4% | $3,740+4.5% |
| Admin fee / account holder | $147 | $444-67.0% | $4,882-97.0% | $513-71.4% |