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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-4000669 | Recordkeeping | $16,105 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $34,543 | $65,378-47.2% | $87,103-60.3% | $65,186-47.0% |
| Participation rate | 20.4% | 75.3%-54.9pp | 76.9%-56.5pp | 70.2%-49.8pp |
| Annual return | 16.69% | 31.28%-14.6pp | 28.19%-11.5pp | 29.39%-12.7pp |
| Employer contribution / active EE | $566 | $1,823-69.0% | $2,521-77.6% | $2,177-74.0% |
| Participant deferral / active EE | $868 | $3,389-74.4% | $4,049-78.6% | $3,514-75.3% |
| Admin fee / account holder | $507 | $520-2.4% | $7,491-93.2% | $847-40.1% |