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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,879 |
ADP BROKER-DEALER5+ 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.
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 | $16,215 | $49,138-67.0% | $84,020-80.7% | $65,185-75.1% |
| Participation rate | 43.6% | 60.7%-17.1pp | 69.0%-25.4pp | 70.2%-26.6pp |
| Annual return | 18.51% | 23.00%-4.5pp | 71.31%-52.8pp | 29.38%-10.9pp |
| Employer contribution / active EE | $281 | $914-69.3% | $1,984-85.8% | $2,177-87.1% |
| Participant deferral / active EE | $1,922 | $2,397-19.8% | $3,239-40.7% | $3,514-45.3% |
| Admin fee / account holder | $13 | $543-97.7% | $6,101-99.8% | $847-98.5% |