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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $10,017 | $25,302-60.4% | $74,722-86.6% | $67,579-85.2% |
| Participation rate | 36.7% | 37.8%-1.1pp | 54.5%-17.7pp | 71.3%-34.5pp |
| Annual return | 80.14% | 10291.17%-10211.0pp | 753.11%-673.0pp | 378.56%-298.4pp |
| Employer contribution / active EE | $807 | $446+80.8% | $1,084-25.6% | $2,148-62.4% |
| Participant deferral / active EE | $1,417 | $954+48.6% | $1,963-27.8% | $3,539-60.0% |
| Admin fee / account holder | $18 | $108-83.6% | $3,335-99.5% | $142-87.6% |