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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-2830751 | Recordkeeping | $24,798 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,231 | $60,165-46.4% | $74,184-56.6% | $55,167-41.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 76.6%-7.4pp | 69.0%+0.2pp |
| Annual return | 760.31% | 10.00%+750.3pp | 17.74%+742.6pp | 169.23%+591.1pp |
| Employer contribution / active EE | $1,341 | $1,600-16.2% | $2,370-43.4% | $1,963-31.7% |
| Participant deferral / active EE | $4,607 | $2,973+55.0% | $3,550+29.8% | $3,054+50.8% |
| Admin fee / account holder | $191 | $419-54.4% | $5,586-96.6% | $504-62.0% |