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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,447 |
ADP BROKER-DEALER5 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,249 | $119,446-89.7% | $150,045-91.8% | $85,563-85.7% |
| Participation rate | 56.3% | 75.4%-19.1pp | 82.3%-26.0pp | 66.0%-9.6pp |
| Annual return | 19.61% | 23.72%-4.1pp | 62.55%-42.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,222 | $7,985-72.2% | $7,997-72.2% | $4,375-49.2% |
| Admin fee / account holder | $67 | $548-87.8% | $13,435-99.5% | $834-92.0% |