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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,305 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,064 | $287,456-95.1% | $170,435-91.7% | - |
| Participation rate | 29.3% | 60.6%-31.3pp | 83.6%-54.3pp | - |
| Annual return | 14.40% | 6.06%+8.3pp | 205.94%-191.5pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $348 | $2,113-83.6% | $4,939-93.0% | - |
| Admin fee / account holder | $45 | $39,812-99.9% | $13,881-99.7% | - |