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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,580 |
ADP BROKER-DEALER5+ 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.
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 | $37,419 | $56,918-34.3% | $182,531-79.5% | $65,185-42.6% |
| Participation rate | 35.6% | 66.5%-30.8pp | 78.0%-42.3pp | 70.2%-34.6pp |
| Annual return | 20.82% | 27.67%-6.8pp | 148.57%-127.7pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,075-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,920 | $3,526-17.2% | $5,525-47.1% | $3,514-16.9% |
| Admin fee / account holder | $27 | $531-95.0% | $8,593-99.7% | $847-96.9% |