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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $710 |
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.
Employer 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 | $43,229 | $58,493-26.1% | $84,021-48.5% | $72,975-40.8% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.0%-7.9pp | 69.5%-8.4pp |
| Annual return | 21.43% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $147 | $1,163-87.3% | $1,984-92.6% | $2,440-94.0% |
| Participant deferral / active EE | $2,323 | $2,394-3.0% | $3,239-28.3% | $3,608-35.6% |
| Admin fee / account holder | $10 | $4,569-99.8% | $6,102-99.8% | $5,124-99.8% |