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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,549 |
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).
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 | $10,478 | $56,095-81.3% | $178,498-94.1% | $90,274-88.4% |
| Participation rate | 20.7% | 65.6%-44.9pp | 81.9%-61.3pp | 73.4%-52.7pp |
| Annual return | 59.93% | 28.81%+31.1pp | 151.09%-91.2pp | 53.97%+6.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $638 | $2,669-76.1% | $5,202-87.7% | $4,231-84.9% |
| Admin fee / account holder | $11 | $101-89.5% | $13,985-99.9% | $114-90.8% |