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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
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.
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 | $12,490 | $28,416-56.0% | $73,550-83.0% | $69,631-82.1% |
| Participation rate | 6.6% | 38.3%-31.7pp | 54.9%-48.3pp | 70.7%-64.1pp |
| Annual return | 24.24% | -694.13%+718.4pp | -15.16%+39.4pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $290 | $897-67.6% | $1,804-83.9% | $3,224-91.0% |
| Admin fee / account holder | $21 | $104-79.8% | $2,320-99.1% | $110-80.9% |