Filed October 20, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $34,329 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,775 |
ADP BROKER-DEALER1+ 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).
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 | $14,200 | $50,498-71.9% | $75,784-81.3% | $55,191-74.3% |
| Participation rate | 30.2% | 69.4%-39.3pp | 75.8%-45.7pp | 69.2%-39.0pp |
| Annual return | 12.62% | 1.80%+10.8pp | 9.68%+2.9pp | 10.78%+1.8pp |
| Employer contribution / active EE | $764 | $2,291-66.6% | $3,323-77.0% | $1,899-59.8% |
| Participant deferral / active EE | $1,198 | $2,589-53.7% | $3,652-67.2% | $3,046-60.7% |
| Admin fee / account holder | $25 | $123-79.8% | $5,300-99.5% | $91-72.6% |