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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,870 |
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 | $34,094 | $63,114-46.0% | $92,903-63.3% | $65,185-47.7% |
| Participation rate | 52.2% | 68.8%-16.6pp | 76.0%-23.9pp | 70.2%-18.1pp |
| Annual return | 22.72% | 28.75%-6.0pp | 109.43%-86.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,059 | $2,571-58.8% | $3,653-71.0% | $2,177-51.3% |
| Participant deferral / active EE | $2,315 | $3,108-25.5% | $4,238-45.4% | $3,514-34.1% |
| Admin fee / account holder | $26 | $624-95.9% | $5,795-99.6% | $847-96.9% |