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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,725 | $44,425-84.9% | $67,834-90.1% | $55,167-87.8% |
| Participation rate | 31.8% | 59.7%-27.9pp | 68.8%-37.0pp | 69.0%-37.2pp |
| Annual return | 10.24% | 17.80%-7.6pp | 138.47%-128.2pp | 169.23%-159.0pp |
| Employer contribution / active EE | $319 | $1,351-76.4% | $2,403-86.7% | $1,963-83.7% |
| Participant deferral / active EE | $653 | $2,166-69.8% | $3,160-79.3% | $3,054-78.6% |
| Admin fee / account holder | $31 | $530-94.2% | $4,622-99.3% | $504-93.9% |