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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $45,018 | $80,753-44.3% | $136,298-67.0% | $62,293-27.7% |
| Participation rate | 67.9% | 73.5%-5.6pp | 81.9%-14.0pp | 69.5%-1.6pp |
| Annual return | 24.37% | 35.83%-11.5pp | 5156.27%-5131.9pp | 28.90%-4.5pp |
| Employer contribution / active EE | $2,756 | $2,884-4.4% | $4,696-41.3% | $2,042+35.0% |
| Participant deferral / active EE | $6,406 | $5,164+24.1% | $6,247+2.5% | $3,169+102.2% |
| Admin fee / account holder | $3 | $525-99.5% | $9,244-100.0% | $479-99.5% |