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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,636 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,254 | $89,652-65.1% | $141,191-77.9% | $65,185-52.1% |
| Participation rate | 24.7% | 74.7%-50.0pp | 82.5%-57.7pp | 70.2%-45.5pp |
| Annual return | 26.91% | 32.79%-5.9pp | 71.41%-44.5pp | 29.38%-2.5pp |
| Employer contribution / active EE | $289 | $3,065-90.6% | $4,736-93.9% | $2,177-86.7% |
| Participant deferral / active EE | $2,624 | $5,691-53.9% | $6,710-60.9% | $3,514-25.3% |
| Admin fee / account holder | $87 | $569-84.6% | $10,264-99.1% | $847-89.7% |