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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $11,271 | $63,346-82.2% | $92,240-87.8% | $70,126-83.9% |
| Participation rate | 37.3% | 68.7%-31.3pp | 76.5%-39.1pp | 69.5%-32.2pp |
| Annual return | 10.13% | 530.19%-520.1pp | 176.29%-166.2pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,253 | $2,854-56.1% | $3,897-67.9% | $3,332-62.4% |
| Admin fee / account holder | $57 | $3,841-98.5% | $5,194-98.9% | $4,645-98.8% |