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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,660 |
ADP BROKER-DEALER6+ 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 | $56,598 | $62,132-8.9% | $185,835-69.5% | $73,493-23.0% |
| Participation rate | 41.2% | 67.8%-26.6pp | 78.0%-36.8pp | 70.7%-29.5pp |
| Annual return | 17.33% | 20.44%-3.1pp | 35.96%-18.6pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,941 | $3,711+6.2% | $5,633-30.0% | $3,740+5.4% |
| Admin fee / account holder | $21 | $419-95.1% | $9,502-99.8% | $513-96.0% |