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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,761 |
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 | $6,432 | $46,219-86.1% | $89,414-92.8% | $90,274-92.9% |
| Participation rate | 23.8% | 44.9%-21.1pp | 68.0%-44.2pp | 73.4%-49.5pp |
| Annual return | 37.84% | 25.71%+12.1pp | 245.50%-207.7pp | 53.97%-16.1pp |
| Employer contribution / active EE | $220 | $953-76.9% | $2,586-91.5% | $2,523-91.3% |
| Participant deferral / active EE | $731 | $2,136-65.8% | $3,890-81.2% | $4,231-82.7% |
| Admin fee / account holder | $16 | $147-89.4% | $4,883-99.7% | $114-86.4% |