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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,162 |
ADP BROKER-DEALER6 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,349 | $50,919-65.9% | $155,556-88.8% | $77,762-77.7% |
| Participation rate | 19.6% | 63.1%-43.5pp | 78.2%-58.7pp | 70.6%-51.0pp |
| Annual return | 11.12% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $3 | $1,991-99.9% | $4,675-99.9% | $2,728-99.9% |
| Participant deferral / active EE | $870 | $2,824-69.2% | $5,631-84.6% | $4,651-81.3% |
| Admin fee / account holder | $10 | $437-97.8% | $15,885-99.9% | $433-97.7% |