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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,771 |
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 | $5,787 | $45,719-87.3% | $96,161-94.0% | $93,010-93.8% |
| Participation rate | 17.5% | 45.8%-28.3pp | 68.4%-50.9pp | 73.9%-56.4pp |
| Annual return | 15.17% | 3211.95%-3196.8pp | 192.01%-176.8pp | 158.70%-143.5pp |
| Employer contribution / active EE | $131 | $1,139-88.5% | $2,798-95.3% | $2,705-95.2% |
| Participant deferral / active EE | $426 | $2,344-81.8% | $4,349-90.2% | $4,561-90.6% |
| Admin fee / account holder | $33 | $128-74.5% | $5,538-99.4% | $152-78.5% |