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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,450 |
ADP BROKER-DEALER5+ 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.
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 | $57,941 | $55,790+3.9% | $76,657-24.4% | $67,579-14.3% |
| Participation rate | 38.0% | 71.1%-33.1pp | 72.1%-34.1pp | 71.3%-33.3pp |
| Annual return | 18.29% | 64.45%-46.2pp | 1166.74%-1148.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $718 | $1,810-60.3% | $2,303-68.8% | $2,148-66.6% |
| Participant deferral / active EE | $1,694 | $2,875-41.1% | $3,335-49.2% | $3,539-52.1% |
| Admin fee / account holder | $50 | $159-68.6% | $6,423-99.2% | $142-64.9% |