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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,196 |
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 | $19,100 | $51,466-62.9% | $78,778-75.8% | $62,293-69.3% |
| Participation rate | 77.0% | 59.8%+17.2pp | 69.2%+7.8pp | 69.5%+7.5pp |
| Annual return | 16.86% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,956 | $2,147-8.9% | $2,958-33.9% | $3,169-38.3% |
| Admin fee / account holder | $258 | $489-47.3% | $5,134-95.0% | $479-46.2% |