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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,134 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,443 | $100,801-83.7% | $149,730-89.0% | $73,412-77.6% |
| Participation rate | 39.6% | 77.7%-38.0pp | 82.5%-42.8pp | 72.2%-32.5pp |
| Annual return | 46.98% | 265.34%-218.4pp | 276.70%-229.7pp | 59.30%-12.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,442 | $6,404-61.9% | $6,843-64.3% | $3,806-35.8% |
| Admin fee / account holder | $113 | $181-37.6% | $9,310-98.8% | $158-28.6% |