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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,375 | $46,100-55.8% | $86,581-76.5% | $69,631-70.7% |
| Participation rate | 26.9% | 67.2%-40.3pp | 73.5%-46.7pp | 70.7%-43.8pp |
| Annual return | 14.13% | 21.02%-6.9pp | 965.06%-950.9pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $287 | $1,850-84.5% | $2,840-89.9% | $2,032-85.9% |
| Participant deferral / active EE | $510 | $2,432-79.0% | $3,609-85.9% | $3,224-84.2% |
| Admin fee / account holder | $289 | $94+208.4% | $4,904-94.1% | $110+162.0% |