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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,342 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,179 | $56,054-69.4% | $171,082-90.0% | $62,881-72.7% |
| Participation rate | 56.3% | 62.9%-6.6pp | 76.7%-20.4pp | 69.3%-13.1pp |
| Annual return | 5.84% | 22.52%-16.7pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,499 | $3,158-52.5% | $4,797-68.8% | $3,203-53.2% |
| Admin fee / account holder | $20 | $3,647-99.5% | $8,520-99.8% | $4,296-99.5% |