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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,382 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,388 | $26,906-57.7% | $61,399-81.5% | $77,906-85.4% |
| Participation rate | 9.1% | 33.4%-24.3pp | 52.6%-43.4pp | 73.7%-64.6pp |
| Annual return | -22.99% | -14.46%-8.5pp | 338.81%-361.8pp | 12.16%-35.1pp |
| Employer contribution / active EE | $129 | $521-75.3% | $1,159-88.9% | $2,846-95.5% |
| Participant deferral / active EE | $529 | $1,180-55.2% | $2,124-75.1% | $4,805-89.0% |
| Admin fee / account holder | $21 | $117-82.0% | $2,131-99.0% | $133-84.1% |