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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
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).
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 | $4,592 | $38,969-88.2% | $109,313-95.8% | $55,167-91.7% |
| Participation rate | 86.6% | 58.2%+28.3pp | 71.3%+15.3pp | 69.0%+17.6pp |
| Annual return | 12.25% | 8.26%+4.0pp | 22.07%-9.8pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,074 | $1,227-12.4% | $3,892-72.4% | $1,963-45.3% |
| Participant deferral / active EE | $1,470 | $2,176-32.4% | $3,166-53.6% | $3,054-51.9% |
| Admin fee / account holder | $62 | $501-87.6% | $5,666-98.9% | $504-87.7% |