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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,062 | $54,237-64.9% | $90,324-78.9% | $67,582-71.8% |
| Participation rate | 24.8% | 68.6%-43.8pp | 73.3%-48.5pp | 71.3%-46.5pp |
| Annual return | 21.08% | 37.27%-16.2pp | 78.15%-57.1pp | 378.57%-357.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,186 | $2,625-54.8% | $3,885-69.5% | $3,539-66.5% |
| Admin fee / account holder | $128 | $123+3.6% | $5,356-97.6% | $142-10.2% |