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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,000 |
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.
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 | $15,922 | $65,378-75.6% | $87,103-81.7% | $65,186-75.6% |
| Participation rate | 57.3% | 75.3%-18.1pp | 76.9%-19.6pp | 70.2%-12.9pp |
| Annual return | 26.86% | 31.28%-4.4pp | 28.19%-1.3pp | 29.39%-2.5pp |
| Employer contribution / active EE | $2,133 | $1,823+17.0% | $2,521-15.4% | $2,177-2.0% |
| Participant deferral / active EE | $4,783 | $3,389+41.2% | $4,049+18.2% | $3,514+36.1% |
| Admin fee / account holder | $26 | $520-95.0% | $7,491-99.7% | $847-96.9% |