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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
ADP BROKER-DEALER3+ 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 | $35,509 | $63,314-43.9% | $91,004-61.0% | $62,293-43.0% |
| Participation rate | 25.3% | 73.3%-48.0pp | 75.6%-50.3pp | 69.5%-44.2pp |
| Annual return | 16.99% | 21.00%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,475 | $2,944-49.9% | $3,548-58.4% | $3,169-53.5% |
| Admin fee / account holder | $81 | $468-82.7% | $5,417-98.5% | $479-83.1% |