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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $660 |
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 | $30,850 | $155,795-80.2% | $136,297-77.4% | $69,631-55.7% |
| Participation rate | 26.4% | 75.2%-48.9pp | 81.9%-55.6pp | 70.7%-44.3pp |
| Annual return | 23.21% | 232464.33%-232441.1pp | 5156.19%-5133.0pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,223 | $5,394-58.8% | $6,247-64.4% | $3,224-31.0% |
| Admin fee / account holder | $6 | $128-95.4% | $9,244-99.9% | $110-94.6% |