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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,979 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,276 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,572 | $83,477-78.9% | $125,175-86.0% | $72,985-75.9% |
| Participation rate | 91.9% | 73.3%+18.5pp | 79.8%+12.1pp | 69.5%+22.4pp |
| Annual return | 17.48% | 25.78%-8.3pp | 43.79%-26.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,117 | $2,345-9.7% | $3,865-45.2% | $2,440-13.2% |
| Participant deferral / active EE | $3,558 | $3,585-0.8% | $4,937-27.9% | $3,607-1.4% |
| Admin fee / account holder | $354 | $5,517-93.6% | $9,702-96.4% | $5,124-93.1% |