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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,240 |
ADP BROKER-DEALER3+ 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,139 | $45,324-84.2% | $122,354-94.2% | $69,631-89.7% |
| Participation rate | 53.6% | 59.9%-6.3pp | 71.6%-18.0pp | 70.7%-17.0pp |
| Annual return | 30.41% | 25.35%+5.1pp | 30.28%+0.1pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $560 | $1,230-54.4% | $4,051-86.2% | $2,032-72.4% |
| Participant deferral / active EE | $1,868 | $2,367-21.1% | $3,287-43.2% | $3,224-42.0% |
| Admin fee / account holder | $6 | $87-93.6% | $5,479-99.9% | $110-95.0% |