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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
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).
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.
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 | $16,834 | $39,948-57.9% | $89,414-81.2% | $73,412-77.1% |
| Participation rate | 18.8% | 50.4%-31.6pp | 68.0%-49.2pp | 72.2%-53.4pp |
| Annual return | 14.37% | 50.12%-35.8pp | 245.50%-231.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $329 | $1,200-72.6% | $2,586-87.3% | $2,234-85.3% |
| Participant deferral / active EE | $802 | $2,193-63.4% | $3,890-79.4% | $3,806-78.9% |
| Admin fee / account holder | $4 | $134-97.0% | $4,883-99.9% | $158-97.4% |