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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,217 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,783 | $46,173-63.7% | $170,435-90.2% | $69,631-75.9% |
| Participation rate | 23.4% | 63.9%-40.5pp | 83.6%-60.2pp | 70.7%-47.3pp |
| Annual return | 392.91% | 21.62%+371.3pp | 205.94%+187.0pp | 27571.02%-27178.1pp |
| Employer contribution / active EE | $125 | $1,610-92.3% | $5,432-97.7% | $2,032-93.9% |
| Participant deferral / active EE | $1,233 | $2,080-40.7% | $4,939-75.0% | $3,224-61.8% |
| Admin fee / account holder | $50 | $116-57.1% | $13,881-99.6% | $110-55.0% |