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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,293 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,259 | $58,888-80.9% | $178,499-93.7% | $73,493-84.7% |
| Participation rate | 85.3% | 66.2%+19.1pp | 81.9%+3.4pp | 70.7%+14.6pp |
| Annual return | 19171.06% | 24.86%+19146.2pp | 151.10%+19020.0pp | 28.51%+19142.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,143 | $2,568-55.5% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $16 | $400-96.0% | $13,986-99.9% | $513-96.9% |