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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-5427341 | Recordkeeping | $6,093 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,435 |
ADP BROKER-DEALER8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,663 | $34,634-54.8% | $77,100-79.7% | $64,824-75.8% |
| Participation rate | 31.6% | 49.8%-18.2pp | 67.9%-36.3pp | 71.5%-39.9pp |
| Annual return | -10.06% | -5.31%-4.7pp | 42.35%-52.4pp | 32.84%-42.9pp |
| Employer contribution / active EE | $1,519 | $1,385+9.7% | $2,815-46.0% | $2,507-39.4% |
| Participant deferral / active EE | $3,241 | $2,553+26.9% | $4,430-26.8% | $4,311-24.8% |
| Admin fee / account holder | $68 | $178-62.1% | $5,443-98.8% | $188-64.0% |