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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,430 |
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.
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 | $2,246 | $38,967-94.2% | $86,233-97.4% | $79,634-97.2% |
| Participation rate | 30.9% | 34.1%-3.2pp | 69.0%-38.2pp | 62.5%-31.6pp |
| Annual return | 8.11% | 49.90%-41.8pp | 61.39%-53.3pp | 36.46%-28.4pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $324 | $1,663-80.5% | $4,559-92.9% | $3,835-91.5% |
| Admin fee / account holder | $35 | $2,660-98.7% | $8,342-99.6% | $1,002-96.5% |