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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $200 |
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 | $4,069 | $23,385-82.6% | $69,182-94.1% | $57,658-92.9% |
| Participation rate | 7.6% | 37.9%-30.3pp | 55.1%-47.5pp | 70.2%-62.6pp |
| Annual return | 7.76% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $206 | $843-75.5% | $1,897-89.1% | $3,061-93.3% |
| Admin fee / account holder | $24 | $82-70.6% | $2,697-99.1% | $95-74.5% |