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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,540 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1300 ROUTE 73 · MOUNT LAUREL, NJ 08054 | Other Services | $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).
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 | $22,705 | $54,590-58.4% | $81,726-72.2% | $73,497-69.1% |
| Participation rate | 51.1% | 68.3%-17.2pp | 72.0%-20.9pp | 70.7%-19.6pp |
| Annual return | 18.15% | 17.74%+0.4pp | 29.49%-11.3pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,609 | $1,636-1.6% | $4,311-62.7% | $2,270-29.1% |
| Participant deferral / active EE | $2,158 | $2,759-21.8% | $7,108-69.6% | $3,740-42.3% |
| Admin fee / account holder | $14 | $592-97.7% | $5,160-99.7% | $513-97.3% |