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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,343 |
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.
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 | $3,562 | $31,388-88.7% | $73,550-95.2% | $62,293-94.3% |
| Participation rate | 30.5% | 39.9%-9.4pp | 54.9%-24.5pp | 69.5%-39.0pp |
| Annual return | 18.98% | 25.34%-6.4pp | -15.16%+34.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $441 | $1,028-57.2% | $1,804-75.6% | $3,169-86.1% |
| Admin fee / account holder | $12 | $299-95.9% | $2,320-99.5% | $479-97.5% |