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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,848 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $7,481 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,924 | $58,859-52.6% | $129,397-78.4% | $77,714-64.1% |
| Participation rate | 47.0% | 59.3%-12.3pp | 69.6%-22.6pp | 70.6%-23.6pp |
| Annual return | 20.98% | 24.74%-3.8pp | 9453.98%-9433.0pp | 31.26%-10.3pp |
| Employer contribution / active EE | $1,338 | $1,952-31.5% | $4,154-67.8% | $2,727-50.9% |
| Participant deferral / active EE | $2,831 | $3,215-11.9% | $4,167-32.1% | $4,649-39.1% |
| Admin fee / account holder | $144 | $591-75.6% | $7,679-98.1% | $433-66.7% |