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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,135 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 15 · EIN 41-0945505 | Recordkeeping | $8,505 |
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).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,142 | $79,694-68.5% | $96,161-73.9% | $79,393-68.3% |
| Participation rate | 55.9% | 54.0%+1.9pp | 68.4%-12.5pp | 70.7%-14.8pp |
| Annual return | 18.48% | 40.84%-22.4pp | 192.01%-173.5pp | 116.87%-98.4pp |
| Employer contribution / active EE | $1,286 | $1,443-10.9% | $2,798-54.0% | $2,428-47.0% |
| Participant deferral / active EE | $3,492 | $2,539+37.5% | $4,349-19.7% | $4,046-13.7% |
| Admin fee / account holder | $239 | $630-62.1% | $5,538-95.7% | $627-61.9% |