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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,122 |
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 | $13,206 | $40,174-67.1% | $84,023-84.3% | $67,582-80.5% |
| Participation rate | 51.7% | 62.7%-11.0pp | 69.0%-17.3pp | 71.3%-19.6pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.32%-71.3pp | 378.57%-378.6pp |
| Employer contribution / active EE | $194 | $808-76.0% | $1,984-90.2% | $2,148-91.0% |
| Participant deferral / active EE | $1,284 | $2,301-44.2% | $3,239-60.4% | $3,539-63.7% |
| Admin fee / account holder | $89 | $128-30.8% | $6,102-98.5% | $142-37.6% |