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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,237 |
ADP BROKER-DEALER4 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,466 | $93,571-81.3% | $135,903-87.1% | $75,163-76.8% |
| Participation rate | 40.2% | 75.2%-35.0pp | 81.9%-41.7pp | 67.2%-27.0pp |
| Annual return | 19.44% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $617 | $3,537-82.6% | $4,856-87.3% | $2,670-76.9% |
| Participant deferral / active EE | $6,269 | $6,404-2.1% | $7,758-19.2% | $4,125+52.0% |
| Admin fee / account holder | $11 | $6,975-99.8% | $10,762-99.9% | $5,651-99.8% |