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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $955 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,107 | $69,231-69.5% | $91,994-77.1% | $67,584-68.8% |
| Participation rate | 66.1% | 78.9%-12.8pp | 78.6%-12.6pp | 71.3%-5.2pp |
| Annual return | 189.84% | 32.03%+157.8pp | 69.04%+120.8pp | 378.59%-188.7pp |
| Employer contribution / active EE | $2,786 | $2,284+22.0% | $3,453-19.3% | $2,148+29.7% |
| Participant deferral / active EE | $6,696 | $5,854+14.4% | $5,924+13.0% | $3,540+89.2% |
| Admin fee / account holder | $3 | $107-97.4% | $7,744-100.0% | $142-98.0% |