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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,020 |
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).
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 | $34,101 | $99,957-65.9% | $149,730-77.2% | $73,493-53.6% |
| Participation rate | 27.4% | 75.7%-48.3pp | 82.5%-55.1pp | 70.7%-43.3pp |
| Annual return | 15.31% | 53.87%-38.6pp | 276.70%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $328 | $3,191-89.7% | $4,645-92.9% | $2,270-85.6% |
| Participant deferral / active EE | $3,180 | $6,073-47.6% | $6,843-53.5% | $3,740-15.0% |
| Admin fee / account holder | $44 | $551-92.0% | $9,310-99.5% | $513-91.4% |