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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,593 |
ADP BROKER-DEALER4+ 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 | $12,046 | $79,519-84.9% | $95,960-87.4% | $73,412-83.6% |
| Participation rate | 22.4% | 81.2%-58.8pp | 77.1%-54.7pp | 72.2%-49.8pp |
| Annual return | 30.68% | 19.20%+11.5pp | 91.63%-61.0pp | 59.30%-28.6pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $991 | $4,138-76.0% | $4,167-76.2% | $3,806-74.0% |
| Admin fee / account holder | $22 | $184-87.9% | $6,797-99.7% | $158-85.9% |