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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $480 |
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).
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 | $6,760 | $58,726-88.5% | $92,240-92.7% | $62,293-89.1% |
| Participation rate | 18.3% | 68.3%-50.1pp | 76.5%-58.2pp | 69.5%-51.2pp |
| Annual return | 87.29% | 43.62%+43.7pp | 176.29%-89.0pp | 28.90%+58.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $797 | $2,766-71.2% | $3,897-79.5% | $3,169-74.9% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.6% |