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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,465 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,091 | $88,122-81.7% | $141,177-88.6% | $67,579-76.2% |
| Participation rate | 41.4% | 76.5%-35.0pp | 82.5%-41.0pp | 71.3%-29.8pp |
| Annual return | 38.71% | 75.40%-36.7pp | 71.40%-32.7pp | 378.56%-339.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,610 | $5,958-22.6% | $6,710-31.3% | $3,539+30.3% |
| Admin fee / account holder | $43 | $131-67.0% | $10,263-99.6% | $142-69.6% |