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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,425 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FORESTERS EQUITY SERVICES2+ years Service code 49 3091 COLLEGE PARK DR · THE WOODLANDS, TX 77384 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,841 | $60,165-52.1% | $74,184-61.1% | $55,167-47.7% |
| Participation rate | 55.7% | 74.2%-18.5pp | 76.6%-20.9pp | 69.0%-13.3pp |
| Annual return | 8.73% | 10.00%-1.3pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $742 | $1,600-53.6% | $2,370-68.7% | $1,963-62.2% |
| Participant deferral / active EE | $1,733 | $2,973-41.7% | $3,550-51.2% | $3,054-43.3% |
| Admin fee / account holder | $22 | $419-94.7% | $5,586-99.6% | $504-95.6% |