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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,786 | $73,102-78.4% | $123,553-87.2% | $56,289-72.0% |
| Participation rate | 60.7% | 74.3%-13.6pp | 82.3%-21.6pp | 69.9%-9.1pp |
| Annual return | -3.37% | 3.01%-6.4pp | 119.21%-122.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,549 | $5,423+2.3% | $6,426-13.6% | $3,350+65.6% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.3% |