Filed October 20, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,150 |
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).
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 | $18,971 | $57,921-67.2% | $84,753-77.6% | $57,658-67.1% |
| Participation rate | 31.5% | 72.9%-41.5pp | 76.6%-45.1pp | 70.2%-38.8pp |
| Annual return | 34.56% | 10.24%+24.3pp | 22.78%+11.8pp | 5.13%+29.4pp |
| Employer contribution / active EE | $804 | $2,598-69.1% | $3,574-77.5% | $1,974-59.3% |
| Participant deferral / active EE | $1,290 | $2,742-52.9% | $3,712-65.2% | $3,061-57.8% |
| Admin fee / account holder | $29 | $130-77.6% | $5,333-99.5% | $95-69.3% |