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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,052 |
ADP BROKER-DEALER6+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,020 | $72,254-80.6% | $86,677-83.8% | $64,808-78.4% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.6%-46.6pp | 71.5%-41.5pp |
| Annual return | -11.16% | 392.42%-403.6pp | 35.91%-47.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,873 | $4,658-59.8% | $4,656-59.8% | $4,310-56.5% |
| Admin fee / account holder | $29 | $174-83.5% | $7,493-99.6% | $188-84.7% |