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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER2 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.
Annual investment return 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 | $6,002 | $31,679-81.1% | $74,719-92.0% | $65,185-90.8% |
| Participation rate | 15.5% | 40.4%-24.9pp | 54.5%-39.0pp | 70.2%-54.8pp |
| Annual return | 12.51% | 39.04%-26.5pp | 753.05%-740.5pp | 29.38%-16.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $613 | $1,191-48.6% | $1,963-68.8% | $3,514-82.6% |
| Admin fee / account holder | $34 | $379-91.1% | $3,334-99.0% | $847-96.0% |