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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $7,737 | $30,599-74.7% | $74,577-89.6% | $57,658-86.6% |
| Participation rate | 25.6% | 49.1%-23.5pp | 68.1%-42.5pp | 70.2%-44.6pp |
| Annual return | 11.49% | 14.24%-2.7pp | 20.47%-9.0pp | 5.13%+6.4pp |
| Employer contribution / active EE | $455 | $1,000-54.5% | $2,525-82.0% | $1,974-77.0% |
| Participant deferral / active EE | $764 | $1,805-57.7% | $3,458-77.9% | $3,061-75.0% |
| Admin fee / account holder | $5 | $98-94.9% | $4,138-99.9% | $95-94.7% |