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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,603 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,917 |
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.
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 | $19,584 | $82,188-76.2% | $125,391-84.4% | $64,824-69.8% |
| Participation rate | 50.8% | 77.9%-27.1pp | 82.4%-31.6pp | 71.5%-20.7pp |
| Annual return | -3.00% | 3.50%-6.5pp | 572.41%-575.4pp | 32.84%-35.8pp |
| Employer contribution / active EE | $1,544 | $3,617-57.3% | $4,816-67.9% | $2,507-38.4% |
| Participant deferral / active EE | $3,454 | $7,177-51.9% | $7,448-53.6% | $4,311-19.9% |
| Admin fee / account holder | $176 | $163+7.8% | $10,009-98.2% | $188-6.3% |