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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
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 | $8,468 | $155,795-94.6% | $136,297-93.8% | $69,631-87.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 70.7%-37.4pp |
| Annual return | 92.56% | 232464.33%-232371.8pp | 5156.16%-5063.6pp | 27571.02%-27478.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,331 | $5,394-56.8% | $6,247-62.7% | $3,224-27.7% |
| Admin fee / account holder | $29 | $128-77.2% | $9,244-99.7% | $110-73.5% |