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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,122 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,338 | $55,636-52.7% | $81,991-67.9% | $73,493-64.2% |
| Participation rate | 31.7% | 62.3%-30.6pp | 69.3%-37.6pp | 70.7%-39.0pp |
| Annual return | 23.59% | 19.07%+4.5pp | 41.31%-17.7pp | 28.51%-4.9pp |
| Employer contribution / active EE | $370 | $1,625-77.2% | $2,498-85.2% | $2,270-83.7% |
| Participant deferral / active EE | $1,046 | $2,762-62.1% | $3,722-71.9% | $3,740-72.0% |
| Admin fee / account holder | $77 | $493-84.4% | $5,665-98.6% | $513-85.0% |