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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,870 |
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).
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 | $22,232 | $44,873-50.5% | $79,466-72.0% | $56,287-60.5% |
| Participation rate | 52.5% | 68.7%-16.3pp | 73.3%-20.9pp | 69.9%-17.4pp |
| Annual return | -5.84% | 0.81%-6.7pp | 718.28%-724.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,023 | $2,140-52.2% | $2,800-63.5% | $2,111-51.5% |
| Participant deferral / active EE | $1,715 | $2,746-37.5% | $3,704-53.7% | $3,350-48.8% |
| Admin fee / account holder | $37 | $418-91.3% | $5,104-99.3% | $521-93.0% |