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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 227 WEST MUNRO · CHICAGO, IL 60606 | Other Services | $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 | $13,942 | $50,898-72.6% | $171,082-91.9% | $55,167-74.7% |
| Participation rate | 26.8% | 63.3%-36.5pp | 76.7%-49.9pp | 69.0%-42.2pp |
| Annual return | 7.61% | 15.34%-7.7pp | 32.56%-24.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $417 | $1,433-70.9% | $4,002-89.6% | $1,963-78.7% |
| Participant deferral / active EE | $866 | $2,994-71.1% | $4,797-81.9% | $3,054-71.6% |
| Admin fee / account holder | $25 | $500-94.9% | $8,520-99.7% | $504-94.9% |