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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $21,666 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,819 |
ADP BROKER-DEALER1 year 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).
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 | $34,589 | $80,753-57.2% | $136,298-74.6% | $62,293-44.5% |
| Participation rate | 68.4% | 73.5%-5.2pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 18.99% | 35.83%-16.8pp | 5156.27%-5137.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,504 | $2,884-47.8% | $4,696-68.0% | $2,042-26.3% |
| Participant deferral / active EE | $4,050 | $5,164-21.6% | $6,247-35.2% | $3,169+27.8% |
| Admin fee / account holder | $31 | $525-94.1% | $9,244-99.7% | $479-93.5% |