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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,251 | $29,569-95.8% | $56,077-97.8% | $77,714-98.4% |
| Participation rate | 43.5% | 32.6%+10.8pp | 52.5%-9.0pp | 70.6%-27.1pp |
| Annual return | 38.20% | 18.90%+19.3pp | 1709.28%-1671.1pp | 31.26%+6.9pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $290 | $1,061-72.7% | $1,954-85.2% | $4,649-93.8% |
| Admin fee / account holder | $30 | $1,042-97.1% | $2,825-98.9% | $433-93.1% |