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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,349 |
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 | $32,835 | $58,895-44.2% | $178,503-81.6% | $73,497-55.3% |
| Participation rate | 68.5% | 66.2%+2.2pp | 81.9%-13.5pp | 70.7%-2.2pp |
| Annual return | 16.91% | 24.86%-8.0pp | 151.12%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,386 | $2,236-38.0% | $5,011-72.3% | $2,270-39.0% |
| Participant deferral / active EE | $2,855 | $2,567+11.2% | $5,202-45.1% | $3,740-23.7% |
| Admin fee / account holder | $12 | $400-97.0% | $13,987-99.9% | $513-97.7% |