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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $840 |
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 | $52,023 | $99,957-48.0% | $149,745-65.3% | $73,497-29.2% |
| Participation rate | 61.6% | 75.7%-14.1pp | 82.5%-20.8pp | 70.7%-9.0pp |
| Annual return | 25.06% | 53.87%-28.8pp | 276.72%-251.7pp | 28.51%-3.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,394 | $6,073+54.7% | $6,843+37.3% | $3,740+151.2% |
| Admin fee / account holder | $8 | $551-98.6% | $9,312-99.9% | $513-98.5% |