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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $706 |
ADP BROKER-DEALER2 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.
Annual investment return 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).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,339 | $30,107-75.6% | $61,452-88.1% | $64,819-88.7% |
| Participation rate | 14.9% | 36.4%-21.5pp | 52.6%-37.7pp | 71.5%-56.6pp |
| Annual return | -35.75% | -13.99%-21.8pp | 338.96%-374.7pp | 32.84%-68.6pp |
| Employer contribution / active EE | $362 | $537-32.6% | $1,160-68.8% | $2,507-85.6% |
| Participant deferral / active EE | $761 | $1,126-32.4% | $2,125-64.2% | $4,311-82.4% |
| Admin fee / account holder | $6 | $148-95.7% | $2,131-99.7% | $188-96.6% |