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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-4000669 | Recordkeeping | $18,462 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,237 |
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 | $34,875 | $73,638-52.6% | $95,964-63.7% | $73,497-52.5% |
| Participation rate | 28.7% | 76.2%-47.4pp | 77.1%-48.3pp | 70.7%-41.9pp |
| Annual return | 9.46% | 16.78%-7.3pp | 91.64%-82.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $788 | $1,863-57.7% | $2,541-69.0% | $2,270-65.3% |
| Participant deferral / active EE | $1,198 | $3,617-66.9% | $4,167-71.2% | $3,740-68.0% |
| Admin fee / account holder | $472 | $482-2.0% | $6,797-93.1% | $513-7.9% |