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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,264 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,799 |
ADP BROKER-DEALER2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,066 | $78,425-23.4% | $95,956-37.4% | $79,858-24.8% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 14.35% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $985 | $1,945-49.3% | $2,541-61.2% | $2,471-60.1% |
| Participant deferral / active EE | $4,335 | $3,440+26.0% | $4,167+4.0% | $3,740+15.9% |
| Admin fee / account holder | $387 | $5,622-93.1% | $6,797-94.3% | $5,306-92.7% |