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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER1 year 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 | $9,694 | $32,425-70.1% | $74,577-87.0% | $55,167-82.4% |
| Participation rate | 23.1% | 54.0%-30.9pp | 68.1%-45.0pp | 69.0%-45.9pp |
| Annual return | 10.61% | 10.63%0pp | 20.47%-9.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $815 | $1,995-59.1% | $3,458-76.4% | $3,054-73.3% |
| Admin fee / account holder | $14 | $748-98.1% | $4,138-99.7% | $504-97.1% |