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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,483 |
ADP BROKER-DEALER1 year Service code 64 | Recordkeeping Fees | $11,833 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,545 |
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 | $31,540 | $35,949-12.3% | $88,538-64.4% | $65,185-51.6% |
| Participation rate | 61.2% | 56.4%+4.8pp | 68.7%-7.5pp | 70.2%-9.0pp |
| Annual return | 23.07% | 47.52%-24.5pp | 43.64%-20.6pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,413 | $1,047+34.9% | $2,098-32.7% | $2,177-35.1% |
| Participant deferral / active EE | $2,816 | $1,870+50.6% | $2,914-3.4% | $3,514-19.9% |
| Admin fee / account holder | $238 | $496-51.9% | $4,310-94.5% | $847-71.9% |