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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $6,576 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,009 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,572 | $37,196-50.1% | $154,111-87.9% | $55,725-66.7% |
| Participation rate | 23.0% | 64.1%-41.1pp | 83.0%-60.1pp | 70.9%-47.9pp |
| Annual return | -9.37% | 1319.68%-1329.0pp | 735.18%-744.6pp | 244.93%-254.3pp |
| Employer contribution / active EE | $525 | $1,614-67.5% | $5,298-90.1% | $2,078-74.7% |
| Participant deferral / active EE | $1,414 | $2,068-31.6% | $5,081-72.2% | $3,356-57.9% |
| Admin fee / account holder | $95 | $102-6.6% | $13,411-99.3% | $115-17.6% |