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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER5+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,254 | $89,652-66.3% | $141,191-78.6% | $65,185-53.6% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.5%-24.2pp | 70.2%-12.0pp |
| Annual return | 24.36% | 32.79%-8.4pp | 71.41%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,620 | $5,691-54.0% | $6,710-61.0% | $3,514-25.4% |
| Admin fee / account holder | $43 | $569-92.4% | $10,264-99.6% | $847-94.9% |