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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER2+ 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.
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 | $32,075 | $58,828-45.5% | $78,002-58.9% | $62,881-49.0% |
| Participation rate | 37.5% | 71.1%-33.6pp | 75.5%-38.0pp | 69.3%-31.8pp |
| Annual return | 9.23% | 17.16%-7.9pp | 425.99%-416.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,083 | $2,686-22.4% | $3,497-40.4% | $3,203-35.0% |
| Admin fee / account holder | $112 | $4,393-97.4% | $5,481-98.0% | $4,296-97.4% |