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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $486 |
ADP BROKER-DEALER6+ 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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,376 | $35,986+95.6% | $77,482-9.2% | $73,488-4.2% |
| Participation rate | 15.1% | 40.8%-25.8pp | 54.2%-39.1pp | 70.7%-55.6pp |
| Annual return | 17.68% | 19.26%-1.6pp | 54.79%-37.1pp | 28.51%-10.8pp |
| Employer contribution / active EE | $28 | $557-94.9% | $986-97.1% | $2,270-98.7% |
| Participant deferral / active EE | $413 | $1,198-65.5% | $1,861-77.8% | $3,740-89.0% |
| Admin fee / account holder | $50 | $466-89.4% | $2,858-98.3% | $513-90.3% |