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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
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.
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 | $10,335 | $44,473-76.8% | $76,523-86.5% | $55,725-81.5% |
| Participation rate | 14.5% | 51.0%-36.4pp | 68.0%-53.5pp | 70.9%-56.3pp |
| Annual return | 43.43% | -2.01%+45.4pp | -0.27%+43.7pp | 244.93%-201.5pp |
| Employer contribution / active EE | $137 | $1,101-87.6% | $2,647-94.8% | $2,078-93.4% |
| Participant deferral / active EE | $544 | $1,988-72.6% | $3,835-85.8% | $3,356-83.8% |
| Admin fee / account holder | $12 | $134-90.9% | $4,848-99.7% | $115-89.4% |