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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,707 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $16,632 | $40,174-58.6% | $84,023-80.2% | $67,582-75.4% |
| Participation rate | 33.9% | 62.7%-28.8pp | 69.0%-35.1pp | 71.3%-37.4pp |
| Annual return | 21.20% | 25.82%-4.6pp | 71.32%-50.1pp | 378.57%-357.4pp |
| Employer contribution / active EE | $266 | $808-67.0% | $1,984-86.6% | $2,148-87.6% |
| Participant deferral / active EE | $760 | $2,301-67.0% | $3,239-76.5% | $3,539-78.5% |
| Admin fee / account holder | $48 | $128-62.8% | $6,102-99.2% | $142-66.4% |