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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,508 | $82,163-78.7% | $125,381-86.0% | $64,819-73.0% |
| Participation rate | 57.6% | 77.9%-20.3pp | 82.4%-24.8pp | 71.5%-13.9pp |
| Annual return | 6.01% | 3.49%+2.5pp | 572.31%-566.3pp | 32.84%-26.8pp |
| Employer contribution / active EE | $24 | $3,616-99.3% | $4,815-99.5% | $2,507-99.0% |
| Participant deferral / active EE | $6,600 | $7,175-8.0% | $7,448-11.4% | $4,311+53.1% |
| Admin fee / account holder | $62 | $163-62.2% | $10,007-99.4% | $188-67.1% |