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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $956 |
ADP BROKER-DEALER6 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.
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 | $29,276 | $79,151-63.0% | $60,906-51.9% | $64,819-54.8% |
| Participation rate | 24.8% | 77.7%-52.9pp | 73.1%-48.3pp | 71.5%-46.6pp |
| Annual return | -13.04% | -7.12%-5.9pp | 16.94%-30.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,863 | $3,727-50.0% | $3,814-51.2% | $4,311-56.8% |
| Admin fee / account holder | $10 | $106-90.8% | $3,227-99.7% | $188-94.8% |