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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,686 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,395 | $91,474-89.7% | $135,982-93.1% | $71,529-86.9% |
| Participation rate | 59.0% | 75.7%-16.7pp | 81.9%-23.0pp | 67.9%-9.0pp |
| Annual return | 19.77% | 29.89%-10.1pp | 68.32%-48.6pp | 28.97%-9.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,005 | $7,095-57.6% | $7,760-61.3% | $4,291-30.0% |
| Admin fee / account holder | $41 | $1,267-96.8% | $10,767-99.6% | $1,588-97.4% |