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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,754 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $12,288 |
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.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,354 | $63,905-82.2% | $74,184-84.7% | $57,658-80.3% |
| Participation rate | 54.9% | 79.8%-24.8pp | 76.6%-21.7pp | 70.2%-15.3pp |
| Annual return | 7.33% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $867 | $3,448-74.9% | $3,550-75.6% | $3,061-71.7% |
| Admin fee / account holder | $100 | $91+10.1% | $5,586-98.2% | $95+6.1% |