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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,894 |
ADP BROKER-DEALER2+ 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.
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 | $20,392 | $39,819-48.8% | $67,834-69.9% | $57,658-64.6% |
| Participation rate | 23.2% | 61.2%-38.0pp | 68.8%-45.6pp | 70.2%-47.0pp |
| Annual return | 9.71% | 9.19%+0.5pp | 138.47%-128.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $244 | $1,277-80.9% | $2,403-89.8% | $1,974-87.6% |
| Participant deferral / active EE | $763 | $2,209-65.5% | $3,160-75.9% | $3,061-75.1% |
| Admin fee / account holder | $44 | $84-47.1% | $4,622-99.0% | $95-53.2% |