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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,222 |
ADP BROKER-DEALER5 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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,309 | $64,119-77.7% | $112,228-87.2% | $66,914-78.6% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.1%-31.3pp | 69.8%-26.0pp |
| Annual return | -20.61% | -13.81%-6.8pp | 27.45%-48.1pp | 1.58%-22.2pp |
| Employer contribution / active EE | $911 | $3,005-69.7% | $3,635-74.9% | $2,544-64.2% |
| Participant deferral / active EE | $2,593 | $3,693-29.8% | $4,728-45.2% | $4,237-38.8% |
| Admin fee / account holder | $38 | $625-94.0% | $6,410-99.4% | $593-93.6% |