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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $554 |
ADP BROKER-DEALER2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,454 | $36,916-77.1% | $156,551-94.6% | $57,658-85.3% |
| Participation rate | 9.7% | 63.4%-53.7pp | 84.0%-74.3pp | 70.2%-60.5pp |
| Annual return | 11.48% | 12.38%-0.9pp | 32.23%-20.7pp | 5.13%+6.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $202 | $1,926-89.5% | $4,871-95.9% | $3,061-93.4% |
| Admin fee / account holder | $45 | $82-45.6% | $13,028-99.7% | $95-52.6% |