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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER1+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,369 | $43,717-87.7% | $81,473-93.4% | $77,958-93.1% |
| Participation rate | 9.3% | 42.5%-33.2pp | 68.0%-58.7pp | 71.6%-62.3pp |
| Annual return | 0.00% | 23.83%-23.8pp | 38.78%-38.8pp | 20.87%-20.9pp |
| Employer contribution / active EE | $194 | $919-78.9% | $2,568-92.4% | $2,310-91.6% |
| Participant deferral / active EE | $375 | $1,783-79.0% | $3,537-89.4% | $3,537-89.4% |
| Admin fee / account holder | $6 | $108-94.5% | $4,561-99.9% | $97-93.9% |