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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,129 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,045 |
ADP BROKER-DEALER7 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.
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 | $27,883 | $106,110-73.7% | $147,005-81.0% | $77,671-64.1% |
| Participation rate | 18.4% | 78.4%-60.0pp | 82.2%-63.7pp | 70.6%-52.2pp |
| Annual return | 16.32% | 56.77%-40.5pp | 418.76%-402.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,803 | $7,992-64.9% | $8,070-65.3% | $4,648-39.7% |
| Admin fee / account holder | $297 | $338-12.0% | $13,006-97.7% | $430-31.0% |