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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,311 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,051 | $64,705-76.7% | $62,929-76.1% | $67,986-77.9% |
| Participation rate | 52.8% | 65.6%-12.8pp | 73.1%-20.3pp | 57.2%-4.4pp |
| Annual return | 19.95% | 20.31%-0.4pp | 1063.93%-1044.0pp | 31.67%-11.7pp |
| Employer contribution / active EE | $685 | $2,376-71.2% | $2,505-72.7% | $2,019-66.1% |
| Participant deferral / active EE | $1,925 | $3,198-39.8% | $3,888-50.5% | $3,358-42.7% |
| Admin fee / account holder | $60 | $1,428-95.8% | $5,065-98.8% | $3,203-98.1% |