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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER3+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,358 | $58,726-84.1% | $92,233-89.9% | $62,292-85.0% |
| Participation rate | 18.4% | 68.3%-50.0pp | 76.5%-58.1pp | 69.5%-51.1pp |
| Annual return | 13.13% | 43.62%-30.5pp | 176.28%-163.1pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $338 | $2,766-87.8% | $3,897-91.3% | $3,169-89.3% |
| Admin fee / account holder | $17 | $556-96.9% | $5,194-99.7% | $479-96.4% |