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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,276 | $42,546-64.1% | $71,796-78.7% | $55,167-72.3% |
| Participation rate | 45.6% | 59.1%-13.6pp | 69.1%-23.6pp | 69.0%-23.4pp |
| Annual return | 9.56% | 12.36%-2.8pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $256 | $803-68.2% | $1,924-86.7% | $1,963-87.0% |
| Participant deferral / active EE | $1,189 | $2,064-42.4% | $2,794-57.5% | $3,054-61.1% |
| Admin fee / account holder | $8 | $650-98.7% | $4,815-99.8% | $504-98.3% |