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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,096 |
ADP BROKER-DEALER6+ 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.
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 | $6,323 | $29,369-78.5% | $77,513-91.8% | $73,412-91.4% |
| Participation rate | 17.6% | 37.9%-20.4pp | 54.2%-36.6pp | 72.2%-54.6pp |
| Annual return | 10.63% | 358.15%-347.5pp | 54.81%-44.2pp | 59.30%-48.7pp |
| Employer contribution / active EE | $97 | $406-76.2% | $987-90.2% | $2,234-95.7% |
| Participant deferral / active EE | $473 | $941-49.7% | $1,861-74.6% | $3,806-87.6% |
| Admin fee / account holder | $163 | $123+32.9% | $2,859-94.3% | $158+3.3% |