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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,250 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $8,817 | $47,648-81.5% | $130,660-93.3% | $67,579-87.0% |
| Participation rate | 16.4% | 60.4%-44.0pp | 71.7%-55.3pp | 71.3%-54.9pp |
| Annual return | 44.09% | 25.73%+18.4pp | 1709.29%-1665.2pp | 378.56%-334.5pp |
| Employer contribution / active EE | $333 | $1,408-76.4% | $4,092-91.9% | $2,148-84.5% |
| Participant deferral / active EE | $542 | $2,616-79.3% | $3,603-85.0% | $3,539-84.7% |
| Admin fee / account holder | $17 | $105-83.6% | $5,463-99.7% | $142-87.9% |