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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,093 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,481 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant 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).
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 | $41,101 | $58,726-30.0% | $92,239-55.4% | $62,293-34.0% |
| Participation rate | 56.4% | 68.3%-11.9pp | 76.5%-20.1pp | 69.5%-13.1pp |
| Annual return | 14.01% | 43.62%-29.6pp | 176.29%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $66 | $2,392-97.2% | $3,680-98.2% | $2,042-96.8% |
| Participant deferral / active EE | $2,469 | $2,766-10.7% | $3,897-36.6% | $3,169-22.1% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |