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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,188 |
ADP BROKER-DEALER5+ 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 | $11,844 | $46,423-74.5% | $75,900-84.4% | $67,582-82.5% |
| Participation rate | 59.3% | 63.1%-3.7pp | 69.3%-9.9pp | 71.3%-11.9pp |
| Annual return | 23.00% | 32.29%-9.3pp | 30.73%-7.7pp | 378.57%-355.6pp |
| Employer contribution / active EE | $482 | $1,406-65.7% | $2,501-80.7% | $2,148-77.6% |
| Participant deferral / active EE | $1,688 | $2,564-34.2% | $3,604-53.1% | $3,539-52.3% |
| Admin fee / account holder | $33 | $132-75.0% | $5,421-99.4% | $142-76.8% |