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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,495 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,542 | $59,584-90.7% | $86,868-93.6% | $79,393-93.0% |
| Participation rate | 22.4% | 67.7%-45.2pp | 71.6%-49.2pp | 70.7%-48.3pp |
| Annual return | 146.42% | 23.15%+123.3pp | 63.53%+82.9pp | 116.87%+29.5pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,452 | $3,036-52.2% | $3,699-60.7% | $4,046-64.1% |
| Admin fee / account holder | $30 | $604-95.1% | $5,829-99.5% | $627-95.2% |