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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $927 |
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 | $12,150 | $54,573-77.7% | $90,965-86.6% | $73,493-83.5% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 70.7%-17.5pp |
| Annual return | 50.61% | 16.69%+33.9pp | 134.57%-84.0pp | 28.51%+22.1pp |
| Employer contribution / active EE | $1,557 | $991+57.1% | $2,122-26.6% | $2,270-31.4% |
| Participant deferral / active EE | $2,651 | $2,517+5.3% | $3,373-21.4% | $3,740-29.1% |
| Admin fee / account holder | $28 | $521-94.6% | $5,960-99.5% | $513-94.6% |