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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $15,792 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,519 |
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.
Participant contribution per participant 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 | $40,915 | $89,652-54.4% | $141,197-71.0% | $65,186-37.2% |
| Participation rate | 64.2% | 74.7%-10.5pp | 82.5%-18.3pp | 70.2%-6.0pp |
| Annual return | 27.32% | 32.79%-5.5pp | 71.41%-44.1pp | 29.39%-2.1pp |
| Employer contribution / active EE | $1,339 | $3,065-56.3% | $4,736-71.7% | $2,177-38.5% |
| Participant deferral / active EE | $2,482 | $5,691-56.4% | $6,710-63.0% | $3,514-29.4% |
| Admin fee / account holder | $21 | $569-96.4% | $10,265-99.8% | $847-97.6% |