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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,059 | $31,424-64.8% | $81,473-86.4% | $69,631-84.1% |
| Participation rate | 16.7% | 50.8%-34.2pp | 68.0%-51.3pp | 70.7%-54.0pp |
| Annual return | 88.24% | 22.44%+65.8pp | 38.78%+49.5pp | 27571.02%-27482.8pp |
| Employer contribution / active EE | $64 | $1,029-93.8% | $2,568-97.5% | $2,032-96.8% |
| Participant deferral / active EE | $486 | $1,838-73.5% | $3,537-86.2% | $3,224-84.9% |
| Admin fee / account holder | $15 | $103-85.6% | $4,561-99.7% | $110-86.6% |