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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,393 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $30,574 | $80,177-61.9% | $123,894-75.3% | $57,658-47.0% |
| Participation rate | 14.5% | 74.4%-60.0pp | 81.4%-66.9pp | 70.2%-55.8pp |
| Annual return | 7.87% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $687 | $5,130-86.6% | $5,984-88.5% | $3,061-77.5% |
| Admin fee / account holder | $105 | $106-1.3% | $8,357-98.7% | $95+11.0% |