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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,135 |
ADP BROKER-DEALER3+ 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 | $16,829 | $46,173-63.6% | $170,435-90.1% | $69,631-75.8% |
| Participation rate | 22.2% | 63.9%-41.7pp | 83.6%-61.4pp | 70.7%-48.4pp |
| Annual return | 20.44% | 21.62%-1.2pp | 205.94%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $231 | $1,610-85.7% | $5,432-95.8% | $2,032-88.7% |
| Participant deferral / active EE | $823 | $2,080-60.4% | $4,939-83.3% | $3,224-74.5% |
| Admin fee / account holder | $24 | $116-79.0% | $13,881-99.8% | $110-77.9% |