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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,931 | $34,316-41.9% | $74,723-73.3% | $72,976-72.7% |
| Participation rate | 28.6% | 42.4%-13.8pp | 54.5%-25.9pp | 69.5%-40.9pp |
| Annual return | 22.33% | 26.58%-4.2pp | 753.18%-730.8pp | 81.02%-58.7pp |
| Employer contribution / active EE | $212 | $692-69.4% | $1,084-80.5% | $2,440-91.3% |
| Participant deferral / active EE | $1,103 | $1,272-13.3% | $1,962-43.8% | $3,608-69.4% |
| Admin fee / account holder | $367 | $2,125-82.7% | $3,335-89.0% | $5,124-92.8% |