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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $250 |
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 | $6,250 | $28,416-78.0% | $73,545-91.5% | $69,631-91.0% |
| Participation rate | 7.9% | 38.3%-30.4pp | 54.9%-47.0pp | 70.7%-62.8pp |
| Annual return | 21.95% | -694.13%+716.1pp | -15.16%+37.1pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $287 | $897-68.0% | $1,806-84.1% | $3,224-91.1% |
| Admin fee / account holder | $26 | $104-74.7% | $2,320-98.9% | $110-76.1% |