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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,762 |
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 | $35,842 | $53,925-33.5% | $75,501-52.5% | $69,631-48.5% |
| Participation rate | 29.6% | 71.2%-41.6pp | 72.4%-42.8pp | 70.7%-41.1pp |
| Annual return | 19.10% | 17.84%+1.3pp | 27.35%-8.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $746 | $2,569-71.0% | $3,142-76.3% | $3,224-76.9% |
| Admin fee / account holder | $250 | $97+157.7% | $5,801-95.7% | $110+126.6% |