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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER2+ 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).
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 | $5,097 | $31,424-83.8% | $81,473-93.7% | $69,631-92.7% |
| Participation rate | 20.5% | 50.8%-30.3pp | 68.0%-47.4pp | 70.7%-50.2pp |
| Annual return | 26.11% | 22.44%+3.7pp | 38.78%-12.7pp | 27571.02%-27544.9pp |
| Employer contribution / active EE | $93 | $1,029-91.0% | $2,568-96.4% | $2,032-95.4% |
| Participant deferral / active EE | $611 | $1,838-66.8% | $3,537-82.7% | $3,224-81.0% |
| Admin fee / account holder | $6 | $103-93.7% | $4,561-99.9% | $110-94.2% |