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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $155 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,652 | $80,753-73.2% | $136,298-84.1% | $62,293-65.2% |
| Participation rate | 53.8% | 73.5%-19.7pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 73.08% | 35.83%+37.2pp | 5156.27%-5083.2pp | 28.90%+44.2pp |
| Employer contribution / active EE | $1,448 | $2,884-49.8% | $4,696-69.2% | $2,042-29.1% |
| Participant deferral / active EE | $5,005 | $5,164-3.1% | $6,247-19.9% | $3,169+57.9% |
| Admin fee / account holder | $1 | $525-99.7% | $9,244-100.0% | $479-99.7% |