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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER1 year 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,456 | $80,753-89.5% | $136,294-93.8% | $62,292-86.4% |
| Participation rate | 12.4% | 73.5%-61.2pp | 81.9%-69.5pp | 69.5%-57.1pp |
| Annual return | 25.41% | 35.83%-10.4pp | 5155.94%-5130.5pp | 28.90%-3.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,098 | $5,164-78.7% | $6,247-82.4% | $3,169-65.4% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.3% |