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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,748 |
ADP BROKER-DEALER6+ 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 | $23,942 | $100,801-76.2% | $149,730-84.0% | $73,412-67.4% |
| Participation rate | 23.6% | 77.7%-54.1pp | 82.5%-58.9pp | 72.2%-48.6pp |
| Annual return | 22.71% | 265.34%-242.6pp | 276.70%-254.0pp | 59.30%-36.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $911 | $6,404-85.8% | $6,843-86.7% | $3,806-76.1% |
| Admin fee / account holder | $56 | $181-69.2% | $9,310-99.4% | $158-64.7% |