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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,910 |
ADP BROKER-DEALER4+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,402 | $43,504-37.0% | $68,793-60.2% | $56,287-51.3% |
| Participation rate | 56.0% | 67.8%-11.8pp | 72.2%-16.2pp | 69.9%-13.8pp |
| Annual return | -4.51% | -3.15%-1.4pp | -4.63%+0.1pp | -9.96%+5.5pp |
| Employer contribution / active EE | $816 | $1,525-46.5% | $2,625-68.9% | $2,111-61.3% |
| Participant deferral / active EE | $1,639 | $2,509-34.7% | $3,311-50.5% | $3,350-51.1% |
| Admin fee / account holder | $47 | $515-90.8% | $5,131-99.1% | $521-90.9% |