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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER6 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,087 | $82,202-93.8% | $125,339-95.9% | $64,808-92.2% |
| Participation rate | 2.0% | 77.9%-75.8pp | 82.4%-80.3pp | 71.5%-69.4pp |
| Annual return | -15.93% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $122 | $7,175-98.3% | $7,446-98.4% | $4,310-97.2% |
| Admin fee / account holder | $1 | $163-99.3% | $10,010-100.0% | $188-99.4% |