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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,520 |
ADP BROKER-DEALER6+ 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 | $5,383 | $35,986-85.0% | $77,513-93.1% | $73,493-92.7% |
| Participation rate | 28.2% | 40.8%-12.7pp | 54.2%-26.0pp | 70.7%-42.5pp |
| Annual return | 15.59% | 19.26%-3.7pp | 54.81%-39.2pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $704 | $1,198-41.2% | $1,861-62.2% | $3,740-81.2% |
| Admin fee / account holder | $9 | $466-98.1% | $2,859-99.7% | $513-98.3% |