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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,347 |
ADP BROKER-DEALER4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,488 | $55,470-81.1% | $155,556-93.3% | $74,478-85.9% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 19.96% | 269.80%-249.8pp | 64.84%-44.9pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,573 | $2,838-44.6% | $5,631-72.1% | $4,350-63.8% |
| Admin fee / account holder | $14 | $1,744-99.2% | $15,885-99.9% | $1,946-99.3% |