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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,999 |
ADP BROKER-DEALER10+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,307 | $101,672-58.4% | $147,117-71.2% | $74,478-43.2% |
| Participation rate | 23.7% | 75.5%-51.8pp | 82.2%-58.5pp | 67.2%-43.5pp |
| Annual return | 13.52% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $414 | $3,813-89.1% | $4,932-91.6% | $2,626-84.2% |
| Participant deferral / active EE | $4,333 | $7,305-40.7% | $8,065-46.3% | $4,350-0.4% |
| Admin fee / account holder | $23 | $1,753-98.7% | $12,993-99.8% | $1,946-98.8% |