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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,281 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,192 | $56,511-87.3% | $185,837-96.1% | $86,813-91.7% |
| Participation rate | 11.9% | 65.5%-53.6pp | 81.7%-69.8pp | 72.3%-60.4pp |
| Annual return | 16.42% | 118.12%-101.7pp | 122.08%-105.7pp | 97.93%-81.5pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $274 | $2,554-89.3% | $5,568-95.1% | $4,131-93.4% |
| Admin fee / account holder | $41 | $150-72.8% | $16,241-99.7% | $170-76.0% |