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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER6+ 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).
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 | $28,203 | $35,986-21.6% | $77,552-63.6% | $73,497-61.6% |
| Participation rate | 38.2% | 40.8%-2.6pp | 54.2%-16.0pp | 70.7%-32.5pp |
| Annual return | 14.49% | 19.26%-4.8pp | 54.82%-40.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $600 | $557+7.6% | $987-39.2% | $2,270-73.6% |
| Participant deferral / active EE | $1,393 | $1,198+16.3% | $1,861-25.2% | $3,740-62.8% |
| Admin fee / account holder | $9 | $466-98.0% | $2,859-99.7% | $513-98.2% |