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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,098 |
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.
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 | $4,291 | $29,369-85.4% | $77,552-94.5% | $73,412-94.2% |
| Participation rate | 32.7% | 37.9%-5.2pp | 54.2%-21.4pp | 72.2%-39.4pp |
| Annual return | 18.40% | 358.15%-339.7pp | 54.82%-36.4pp | 59.30%-40.9pp |
| Employer contribution / active EE | $45 | $406-88.8% | $987-95.4% | $2,234-98.0% |
| Participant deferral / active EE | $457 | $941-51.5% | $1,861-75.5% | $3,806-88.0% |
| Admin fee / account holder | $154 | $123+25.6% | $2,859-94.6% | $158-2.4% |