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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,625 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,956 | $38,365-79.3% | $84,628-90.6% | $65,185-87.8% |
| Participation rate | 36.8% | 55.7%-18.8pp | 68.2%-31.4pp | 70.2%-33.4pp |
| Annual return | 28.33% | 32.00%-3.7pp | 258.80%-230.5pp | 29.38%-1.1pp |
| Employer contribution / active EE | $505 | $1,258-59.9% | $2,653-81.0% | $2,177-76.8% |
| Participant deferral / active EE | $2,079 | $2,278-8.8% | $3,900-46.7% | $3,514-40.8% |
| Admin fee / account holder | $20 | $451-95.6% | $4,914-99.6% | $847-97.7% |