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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
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.
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 | $35,702 | $50,898-29.9% | $171,082-79.1% | $55,167-35.3% |
| Participation rate | 37.6% | 63.3%-25.7pp | 76.7%-39.1pp | 69.0%-31.4pp |
| Annual return | 10.41% | 15.34%-4.9pp | 32.56%-22.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $258 | $1,433-82.0% | $4,002-93.6% | $1,963-86.9% |
| Participant deferral / active EE | $1,699 | $2,994-43.3% | $4,797-64.6% | $3,054-44.4% |
| Admin fee / account holder | $13 | $500-97.5% | $8,520-99.9% | $504-97.5% |