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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,295 |
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.
Annual investment return 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 | $45,894 | $73,102-37.2% | $123,552-62.9% | $56,287-18.5% |
| Participation rate | 65.8% | 74.3%-8.5pp | 82.3%-16.5pp | 69.9%-4.1pp |
| Annual return | -7.92% | 3.01%-10.9pp | 119.20%-127.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,351 | $2,977-21.0% | $4,628-49.2% | $2,111+11.4% |
| Participant deferral / active EE | $5,898 | $5,423+8.8% | $6,426-8.2% | $3,350+76.1% |
| Admin fee / account holder | $12 | $554-97.8% | $9,285-99.9% | $521-97.7% |