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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,075 | $79,523-73.5% | $140,019-84.9% | $56,287-62.6% |
| Participation rate | 60.2% | 85.7%-25.5pp | 87.5%-27.3pp | 69.9%-9.6pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.15%-651.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,618 | $5,129+68.0% | $6,927+24.4% | $3,350+157.3% |
| Admin fee / account holder | $3 | $614-99.4% | $10,705-100.0% | $521-99.3% |