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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,163 | $46,173-56.3% | $170,435-88.2% | $69,631-71.0% |
| Participation rate | 22.8% | 63.9%-41.1pp | 83.6%-60.8pp | 70.7%-47.9pp |
| Annual return | 43.53% | 21.62%+21.9pp | 205.94%-162.4pp | 27571.02%-27527.5pp |
| Employer contribution / active EE | $92 | $1,610-94.3% | $5,432-98.3% | $2,032-95.5% |
| Participant deferral / active EE | $978 | $2,080-53.0% | $4,939-80.2% | $3,224-69.7% |
| Admin fee / account holder | $8 | $116-93.2% | $13,881-99.9% | $110-92.9% |