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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,183 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,336 | $75,388-86.3% | $123,552-91.6% | $55,725-81.5% |
| Participation rate | 59.8% | 75.7%-15.8pp | 82.3%-22.5pp | 70.9%-11.0pp |
| Annual return | -7.58% | 4.48%-12.1pp | 119.20%-126.8pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,260 | $3,063-58.9% | $4,628-72.8% | $2,078-39.4% |
| Participant deferral / active EE | $2,472 | $5,651-56.3% | $6,426-61.5% | $3,356-26.3% |
| Admin fee / account holder | $130 | $120+8.2% | $9,285-98.6% | $115+12.5% |