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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,248 |
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 | $4,636 | $29,369-84.2% | $77,513-94.0% | $73,412-93.7% |
| Participation rate | 26.8% | 37.9%-11.1pp | 54.2%-27.3pp | 72.2%-45.3pp |
| Annual return | 32.71% | 358.15%-325.4pp | 54.81%-22.1pp | 59.30%-26.6pp |
| Employer contribution / active EE | $272 | $406-33.1% | $987-72.5% | $2,234-87.8% |
| Participant deferral / active EE | $405 | $941-56.9% | $1,861-78.2% | $3,806-89.4% |
| Admin fee / account holder | $43 | $123-65.2% | $2,859-98.5% | $158-72.9% |