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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,223 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1498 SE TECH CENTER PLACE · VANCOUVER, WA 98683 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,132 | $56,339-78.5% | $104,301-88.4% | $68,486-82.3% |
| Participation rate | 55.8% | 63.3%-7.4pp | 73.3%-17.4pp | 67.9%-12.0pp |
| Annual return | -22.27% | -9.19%-13.1pp | 24.61%-46.9pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,290 | $1,960-34.2% | $3,373-61.7% | $2,597-50.3% |
| Participant deferral / active EE | $2,581 | $3,077-16.1% | $4,626-44.2% | $4,028-35.9% |
| Admin fee / account holder | $30 | $4,902-99.4% | $7,340-99.6% | $5,404-99.4% |