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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,728 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,705 | $95,388-89.8% | $125,363-92.3% | $77,906-87.5% |
| Participation rate | 31.4% | 78.6%-47.2pp | 82.4%-51.0pp | 73.7%-42.3pp |
| Annual return | -2.49% | 116.19%-118.7pp | 572.15%-574.6pp | 12.16%-14.6pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,520 | $7,711-80.3% | $7,447-79.6% | $4,805-68.4% |
| Admin fee / account holder | $38 | $119-68.3% | $10,005-99.6% | $133-71.6% |