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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,735 |
ADP BROKER-DEALER3+ 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.
Employer 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).
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 | $49,194 | $51,466-4.4% | $78,778-37.6% | $62,293-21.0% |
| Participation rate | 33.8% | 59.8%-26.0pp | 69.2%-35.4pp | 69.5%-35.7pp |
| Annual return | 17.07% | 19.96%-2.9pp | 35.62%-18.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $827-99.9% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,886 | $2,147-12.2% | $2,958-36.3% | $3,169-40.5% |
| Admin fee / account holder | $35 | $489-92.9% | $5,134-99.3% | $479-92.7% |