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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,145 |
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 | $15,524 | $47,648-67.4% | $130,660-88.1% | $67,579-77.0% |
| Participation rate | 28.0% | 60.4%-32.4pp | 71.7%-43.7pp | 71.3%-43.2pp |
| Annual return | 28.33% | 25.73%+2.6pp | 1709.29%-1681.0pp | 378.56%-350.2pp |
| Employer contribution / active EE | $591 | $1,408-58.0% | $4,092-85.5% | $2,148-72.5% |
| Participant deferral / active EE | $962 | $2,616-63.2% | $3,603-73.3% | $3,539-72.8% |
| Admin fee / account holder | $15 | $105-85.4% | $5,463-99.7% | $142-89.2% |