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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,281 |
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.
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 | $31,559 | $42,772-26.2% | $87,502-63.9% | $55,167-42.8% |
| Participation rate | 42.3% | 66.5%-24.2pp | 73.8%-31.5pp | 69.0%-26.7pp |
| Annual return | 11.51% | 21.20%-9.7pp | 12.21%-0.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $575 | $1,277-55.0% | $2,550-77.4% | $1,963-70.7% |
| Participant deferral / active EE | $2,384 | $2,342+1.8% | $3,149-24.3% | $3,054-22.0% |
| Admin fee / account holder | $28 | $461-94.0% | $4,221-99.3% | $504-94.5% |