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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,518 | $75,183-71.4% | $123,894-82.6% | $55,167-61.0% |
| Participation rate | 48.6% | 72.8%-24.3pp | 81.4%-32.8pp | 69.0%-20.4pp |
| Annual return | 13.87% | 19.01%-5.1pp | 47.52%-33.6pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,595 | $2,823-43.5% | $4,617-65.4% | $1,963-18.7% |
| Participant deferral / active EE | $2,789 | $5,084-45.1% | $5,984-53.4% | $3,054-8.7% |
| Admin fee / account holder | $183 | $663-72.3% | $8,357-97.8% | $504-63.6% |