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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $761 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,916 | $89,652-55.5% | $141,191-71.7% | $65,185-38.8% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.5%-28.7pp | 70.2%-16.4pp |
| Annual return | 73.03% | 32.79%+40.2pp | 71.41%+1.6pp | 29.38%+43.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,296 | $5,691+10.6% | $6,710-6.2% | $3,514+79.2% |
| Admin fee / account holder | $5 | $569-99.1% | $10,264-99.9% | $847-99.4% |