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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $840 |
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 | $23,651 | $73,102-67.6% | $123,553-80.9% | $56,289-58.0% |
| Participation rate | 58.8% | 74.3%-15.5pp | 82.3%-23.5pp | 69.9%-11.0pp |
| Annual return | -6.03% | 3.01%-9.0pp | 119.21%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,765 | $5,423+43.2% | $6,426+20.8% | $3,350+131.8% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |