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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,614 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $13,228 | $60,165-78.0% | $74,184-82.2% | $55,167-76.0% |
| Participation rate | 49.6% | 74.2%-24.5pp | 76.6%-27.0pp | 69.0%-19.4pp |
| Annual return | 10.55% | 10.00%+0.6pp | 17.74%-7.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,429 | $1,600-10.7% | $2,370-39.7% | $1,963-27.2% |
| Participant deferral / active EE | $1,881 | $2,973-36.7% | $3,550-47.0% | $3,054-38.4% |
| Admin fee / account holder | $69 | $419-83.5% | $5,586-98.8% | $504-86.3% |