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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER3+ 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 | $12,165 | $43,233-71.9% | $185,117-93.4% | $77,958-84.4% |
| Participation rate | 5.0% | 64.2%-59.2pp | 77.3%-72.2pp | 71.6%-66.6pp |
| Annual return | 18.03% | 20.43%-2.4pp | 40.50%-22.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $0 | $1,312-100.0% | $4,182-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $260 | $2,912-91.1% | $5,045-94.8% | $3,537-92.6% |
| Admin fee / account holder | $8 | $95-91.9% | $8,159-99.9% | $97-92.1% |