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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $870 |
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 | $15,793 | $80,753-80.4% | $136,298-88.4% | $62,293-74.6% |
| Participation rate | 78.4% | 73.5%+4.8pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 61.73% | 35.83%+25.9pp | 5156.27%-5094.5pp | 28.90%+32.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,702 | $5,164+49.1% | $6,247+23.3% | $3,169+143.0% |
| Admin fee / account holder | $9 | $525-98.3% | $9,244-99.9% | $479-98.2% |