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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,608 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
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.
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 | $53,376 | $55,453-3.7% | $170,435-68.7% | $62,293-14.3% |
| Participation rate | 67.6% | 66.4%+1.2pp | 83.6%-16.0pp | 69.5%-1.9pp |
| Annual return | 17.05% | 21.38%-4.3pp | 205.94%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,166 | $2,164-46.1% | $5,432-78.5% | $2,042-42.9% |
| Participant deferral / active EE | $3,648 | $2,303+58.4% | $4,939-26.1% | $3,169+15.1% |
| Admin fee / account holder | $5 | $455-99.0% | $13,881-100.0% | $479-99.0% |