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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,882 |
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.
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 | $32,987 | $78,607-58.0% | $105,624-68.8% | $74,478-55.7% |
| Participation rate | 56.7% | 72.8%-16.1pp | 75.3%-18.6pp | 67.2%-10.5pp |
| Annual return | 9.19% | 15.96%-6.8pp | 116.20%-107.0pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,604 | $4,325-39.8% | $5,013-48.0% | $4,350-40.1% |
| Admin fee / account holder | $119 | $2,220-94.7% | $10,961-98.9% | $1,946-93.9% |