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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,838 |
ADP BROKER-DEALER3+ 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).
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 | $4,651 | $46,173-89.9% | $170,435-97.3% | $69,631-93.3% |
| Participation rate | 14.8% | 63.9%-49.1pp | 83.6%-68.8pp | 70.7%-55.9pp |
| Annual return | 23.44% | 21.62%+1.8pp | 205.94%-182.5pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $317 | $2,080-84.8% | $4,939-93.6% | $3,224-90.2% |
| Admin fee / account holder | $11 | $116-90.2% | $13,881-99.9% | $110-89.7% |