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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,700 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,526 | $60,165-84.2% | $74,184-87.2% | $55,167-82.7% |
| Participation rate | 94.9% | 74.2%+20.7pp | 76.6%+18.3pp | 69.0%+25.9pp |
| Annual return | 37.26% | 10.00%+27.3pp | 17.74%+19.5pp | 169.23%-132.0pp |
| Employer contribution / active EE | $3,462 | $1,600+116.4% | $2,370+46.1% | $1,963+76.4% |
| Participant deferral / active EE | $7,935 | $2,973+166.9% | $3,550+123.5% | $3,054+159.8% |
| Admin fee / account holder | $77 | $419-81.6% | $5,586-98.6% | $504-84.7% |