Filed April 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,115 |
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).
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 | $47,993 | $63,924-24.9% | $108,582-55.8% | $55,167-13.0% |
| Participation rate | 54.3% | 74.3%-20.0pp | 79.6%-25.3pp | 69.0%-14.7pp |
| Annual return | 8.19% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,328 | $1,879-29.3% | $3,758-64.7% | $1,963-32.4% |
| Participant deferral / active EE | $2,714 | $3,067-11.5% | $4,311-37.0% | $3,054-11.1% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.2% |