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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,486 |
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 | $15,055 | $62,267-75.8% | $110,243-86.3% | $55,725-73.0% |
| Participation rate | 52.6% | 78.1%-25.6pp | 79.8%-27.3pp | 70.9%-18.3pp |
| Annual return | -5.00% | -1.07%-3.9pp | 314.76%-319.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $609 | $1,941-68.6% | $3,827-84.1% | $2,078-70.7% |
| Participant deferral / active EE | $2,200 | $3,516-37.4% | $4,672-52.9% | $3,356-34.4% |
| Admin fee / account holder | $23 | $121-80.7% | $8,548-99.7% | $115-79.8% |