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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,699 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,330 | $83,023-70.7% | $102,437-76.2% | $77,762-68.7% |
| Participation rate | 53.4% | 71.5%-18.1pp | 74.5%-21.1pp | 70.6%-17.1pp |
| Annual return | 0.00% | 19.12%-19.1pp | 24.95%-24.9pp | 31.27%-31.3pp |
| Employer contribution / active EE | $1,188 | $3,552-66.6% | $3,871-69.3% | $2,728-56.5% |
| Participant deferral / active EE | $2,254 | $4,110-45.2% | $5,060-55.5% | $4,651-51.5% |
| Admin fee / account holder | $65 | $639-89.9% | $8,388-99.2% | $433-85.1% |