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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,106 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,424 | $61,616-58.7% | $105,754-76.0% | $55,167-53.9% |
| Participation rate | 50.0% | 72.9%-22.9pp | 78.9%-28.9pp | 69.0%-19.0pp |
| Annual return | 3.62% | 11.15%-7.5pp | 12.25%-8.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $2,455 | $3,043-19.3% | $4,079-39.8% | $1,963+25.1% |
| Participant deferral / active EE | $1,940 | $4,213-53.9% | $5,326-63.6% | $3,054-36.5% |
| Admin fee / account holder | $70 | $379-81.5% | $8,309-99.2% | $504-86.1% |