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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,204 |
Service code 15 · EIN 45-3976013 | Recordkeeping | $6,900 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,045 | $39,286-54.1% | $80,741-77.7% | $79,393-77.3% |
| Participation rate | 40.3% | 41.0%-0.7pp | 54.2%-13.9pp | 70.7%-30.4pp |
| Annual return | 15.14% | 98.95%-83.8pp | 87.30%-72.2pp | 116.87%-101.7pp |
| Employer contribution / active EE | $1,281 | $594+115.8% | $1,160+10.4% | $2,428-47.2% |
| Participant deferral / active EE | $2,249 | $1,264+77.9% | $2,145+4.8% | $4,046-44.4% |
| Admin fee / account holder | $249 | $647-61.6% | $3,380-92.6% | $627-60.3% |