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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,665 |
ADP BROKER-DEALER3+ 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 | $10,066 | $46,297-78.3% | $71,671-86.0% | $62,293-83.8% |
| Participation rate | 33.1% | 60.6%-27.5pp | 68.7%-35.6pp | 69.5%-36.4pp |
| Annual return | 20.40% | 22.32%-1.9pp | 20.65%-0.2pp | 28.90%-8.5pp |
| Employer contribution / active EE | $288 | $1,412-79.6% | $2,460-88.3% | $2,042-85.9% |
| Participant deferral / active EE | $839 | $2,235-62.5% | $3,438-75.6% | $3,169-73.5% |
| Admin fee / account holder | $27 | $461-94.2% | $5,558-99.5% | $479-94.4% |