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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,685 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER1 year 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 | $16,924 | $42,396-60.1% | $67,313-74.9% | $56,289-69.9% |
| Participation rate | 39.9% | 61.0%-21.1pp | 69.1%-29.2pp | 69.9%-29.9pp |
| Annual return | 3.02% | -36.63%+39.6pp | -4.08%+7.1pp | -9.96%+13.0pp |
| Employer contribution / active EE | $856 | $1,414-39.5% | $2,566-66.6% | $2,111-59.5% |
| Participant deferral / active EE | $1,594 | $2,360-32.4% | $3,568-55.3% | $3,350-52.4% |
| Admin fee / account holder | $9 | $510-98.3% | $4,507-99.8% | $521-98.3% |