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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $26,334 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,525 |
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.
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 | $32,133 | $50,898-36.9% | $171,082-81.2% | $55,167-41.8% |
| Participation rate | 56.4% | 63.3%-6.9pp | 76.7%-20.3pp | 69.0%-12.6pp |
| Annual return | 6.88% | 15.34%-8.5pp | 32.56%-25.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $504 | $1,433-64.8% | $4,002-87.4% | $1,963-74.3% |
| Participant deferral / active EE | $1,773 | $2,994-40.8% | $4,797-63.0% | $3,054-41.9% |
| Admin fee / account holder | $15 | $500-96.9% | $8,520-99.8% | $504-96.9% |