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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,506 | $54,368+11.3% | $117,039-48.3% | $62,293-2.9% |
| Participation rate | 54.2% | 64.9%-10.7pp | 77.2%-22.9pp | 69.5%-15.3pp |
| Annual return | 14.00% | 21.77%-7.8pp | 18.95%-4.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $521 | $1,692-69.2% | $3,785-86.2% | $2,042-74.5% |
| Participant deferral / active EE | $2,011 | $2,269-11.4% | $3,929-48.8% | $3,169-36.5% |
| Admin fee / account holder | $23 | $493-95.4% | $5,974-99.6% | $479-95.3% |