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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,230 |
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).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,187 | $44,714-52.6% | $91,225-76.8% | $66,938-68.3% |
| Participation rate | 60.8% | 65.0%-4.2pp | 73.2%-12.4pp | 69.8%-9.0pp |
| Annual return | 16.28% | -12.25%+28.5pp | 114.12%-97.8pp | 1.58%+14.7pp |
| Employer contribution / active EE | $3,771 | $1,710+120.5% | $2,851+32.3% | $2,545+48.1% |
| Participant deferral / active EE | $6,342 | $3,355+89.0% | $4,233+49.8% | $4,238+49.6% |
| Admin fee / account holder | $76 | $521-85.5% | $5,422-98.6% | $594-87.2% |