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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,797 |
Service code 15 · EIN 33-0770910 | Recordkeeping | $14,000 |
Service code 15 · EIN 46-3329328 | Recordkeeping | $7,693 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,509 | $54,573+36.5% | $90,970-18.1% | $73,497+1.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 70.7%-20.7pp |
| Annual return | 16.23% | 16.69%-0.5pp | 134.60%-118.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,764 | $2,517-29.9% | $3,373-47.7% | $3,740-52.8% |
| Admin fee / account holder | $506 | $521-2.9% | $5,961-91.5% | $513-1.3% |