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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,293 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,962 | $76,050-61.9% | $96,544-70.0% | $71,457-59.5% |
| Participation rate | 65.1% | 74.4%-9.3pp | 76.0%-10.9pp | 67.9%-2.8pp |
| Annual return | 41.60% | 22.81%+18.8pp | 25.84%+15.8pp | 28.85%+12.7pp |
| Employer contribution / active EE | $1,693 | $2,244-24.6% | $2,965-42.9% | $2,588-34.6% |
| Participant deferral / active EE | $3,355 | $4,215-20.4% | $4,851-30.8% | $4,289-21.8% |
| Admin fee / account holder | $19 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |