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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,986 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,007 | $35,485-85.9% | $74,552-93.3% | $55,725-91.0% |
| Participation rate | 60.3% | 62.5%-2.3pp | 69.1%-8.9pp | 70.9%-10.6pp |
| Annual return | 5.14% | 0.72%+4.4pp | 32.53%-27.4pp | 244.93%-239.8pp |
| Employer contribution / active EE | $355 | $777-54.3% | $1,961-81.9% | $2,078-82.9% |
| Participant deferral / active EE | $1,193 | $2,181-45.3% | $3,108-61.6% | $3,356-64.4% |
| Admin fee / account holder | $18 | $114-84.3% | $5,060-99.6% | $115-84.4% |