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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,221 | $53,774-81.0% | $134,162-92.4% | $79,852-87.2% |
| Participation rate | 51.9% | 58.8%-6.9pp | 72.2%-20.3pp | 69.6%-17.7pp |
| Annual return | 21.81% | 19.01%+2.8pp | 36.35%-14.5pp | 31.72%-9.9pp |
| Employer contribution / active EE | $717 | $1,322-45.7% | $3,705-80.6% | $2,471-71.0% |
| Participant deferral / active EE | $1,312 | $2,420-45.8% | $3,500-62.5% | $3,740-64.9% |
| Admin fee / account holder | $100 | $3,985-97.5% | $6,685-98.5% | $5,306-98.1% |