Filed April 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,749 |
ADP BROKER-DEALER2 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.
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 | $64,122 | $71,192-9.9% | $117,861-45.6% | $62,293+2.9% |
| Participation rate | 50.4% | 74.2%-23.8pp | 79.7%-29.2pp | 69.5%-19.1pp |
| Annual return | 19.52% | 18.66%+0.9pp | 335.11%-315.6pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,411 | $1,934-27.0% | $3,786-62.7% | $2,042-30.9% |
| Participant deferral / active EE | $3,075 | $3,189-3.6% | $4,482-31.4% | $3,169-3.0% |
| Admin fee / account holder | $37 | $587-93.8% | $8,021-99.5% | $479-92.4% |