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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,331 |
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.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,016 | $48,471-50.5% | $182,532-86.8% | $67,579-64.5% |
| Participation rate | 21.4% | 67.2%-45.8pp | 78.0%-56.5pp | 71.3%-49.8pp |
| Annual return | 20.69% | 31.08%-10.4pp | 148.54%-127.8pp | 378.56%-357.9pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $789 | $3,324-76.3% | $5,524-85.7% | $3,539-77.7% |
| Admin fee / account holder | $68 | $151-55.1% | $8,592-99.2% | $142-52.3% |