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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $38,579 | $78,419-50.8% | $133,959-71.2% | $73,412-47.4% |
| Participation rate | 11.3% | 78.6%-67.3pp | 79.8%-68.6pp | 72.2%-60.9pp |
| Annual return | 14.91% | 33.35%-18.4pp | 45.09%-30.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $423 | $3,925-89.2% | $5,047-91.6% | $3,806-88.9% |
| Admin fee / account holder | $7 | $161-96.0% | $8,928-99.9% | $158-95.9% |