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| Provider | Service type | Compensation |
|---|---|---|
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.
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 | $52,398 | $59,328-11.7% | $118,946-55.9% | $73,493-28.7% |
| Participation rate | 29.2% | 62.3%-33.1pp | 75.4%-46.2pp | 70.7%-41.5pp |
| Annual return | 13.47% | 19.13%-5.7pp | 35.89%-22.4pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $893 | $2,604-65.7% | $4,266-79.1% | $3,740-76.1% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |