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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $315 |
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).
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 | $13,730 | $50,637-72.9% | $86,582-84.1% | $62,293-78.0% |
| Participation rate | 39.0% | 67.9%-28.9pp | 73.5%-34.6pp | 69.5%-30.5pp |
| Annual return | 76.96% | 20.80%+56.2pp | 965.08%-888.1pp | 28.90%+48.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,752 | $2,611+5.4% | $3,609-23.7% | $3,169-13.2% |
| Admin fee / account holder | $3 | $413-99.3% | $4,904-99.9% | $479-99.4% |