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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,204 |
ADP BROKER-DEALER5+ 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.
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 | $21,260 | $88,122-75.9% | $141,177-84.9% | $67,579-68.5% |
| Participation rate | 23.3% | 76.5%-53.2pp | 82.5%-59.2pp | 71.3%-48.0pp |
| Annual return | 21.60% | 75.40%-53.8pp | 71.40%-49.8pp | 378.56%-357.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $851 | $5,958-85.7% | $6,710-87.3% | $3,539-75.9% |
| Admin fee / account holder | $57 | $131-56.3% | $10,263-99.4% | $142-59.8% |