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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,832 | $56,095-89.6% | $178,499-96.7% | $90,274-93.5% |
| Participation rate | 23.7% | 65.6%-41.8pp | 81.9%-58.2pp | 73.4%-49.6pp |
| Annual return | 47.22% | 28.81%+18.4pp | 151.10%-103.9pp | 53.97%-6.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $614 | $2,669-77.0% | $5,202-88.2% | $4,231-85.5% |
| Admin fee / account holder | $107 | $101+6.5% | $13,986-99.2% | $114-6.1% |