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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-3429599 | Recordkeeping | $9,884 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,260 | $81,474-51.8% | $133,959-70.7% | $73,493-46.6% |
| Participation rate | 35.2% | 76.4%-41.1pp | 79.8%-44.6pp | 70.7%-35.5pp |
| Annual return | 236.10% | 19.40%+216.7pp | 45.09%+191.0pp | 28.51%+207.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,474 | $3,786-61.1% | $5,047-70.8% | $3,740-60.6% |
| Admin fee / account holder | $99 | $713-86.1% | $8,928-98.9% | $513-80.6% |