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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,246 |
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 | $5,678 | $95,438-94.1% | $135,982-95.8% | $74,473-92.4% |
| Participation rate | 46.6% | 78.2%-31.6pp | 81.9%-35.4pp | 70.7%-24.2pp |
| Annual return | 22.51% | 32.61%-10.1pp | 68.32%-45.8pp | 34.36%-11.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,687 | $7,790-78.3% | $7,760-78.3% | $4,530-62.8% |
| Admin fee / account holder | $53 | $259-79.3% | $10,767-99.5% | $347-84.6% |