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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,496 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,163 | $106,230-98.0% | $147,080-98.5% | $77,736-97.2% |
| Participation rate | 60.3% | 78.4%-18.1pp | 82.2%-21.9pp | 70.6%-10.3pp |
| Annual return | 24.23% | 56.91%-32.7pp | 420.17%-395.9pp | 31.26%-7.0pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $669 | $8,001-91.6% | $8,066-91.7% | $4,651-85.6% |
| Admin fee / account holder | $28 | $338-91.8% | $12,989-99.8% | $433-93.6% |