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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,730 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,935 | $95,388-96.9% | $125,339-97.7% | $77,904-96.2% |
| Participation rate | 61.3% | 78.6%-17.3pp | 82.4%-21.1pp | 73.7%-12.4pp |
| Annual return | -10.19% | 116.19%-126.4pp | 572.05%-582.2pp | 12.21%-22.4pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,044 | $7,711-86.5% | $7,446-86.0% | $4,806-78.3% |
| Admin fee / account holder | $32 | $119-73.3% | $10,010-99.7% | $133-76.1% |