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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,235 |
ADP BROKER-DEALER5 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,845 | $47,163-66.4% | $149,696-89.4% | $74,460-78.7% |
| Participation rate | 25.0% | 63.4%-38.4pp | 78.8%-53.8pp | 70.7%-45.7pp |
| Annual return | 21.18% | 22.75%-1.6pp | 134.46%-113.3pp | 34.38%-13.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,038 | $2,730-62.0% | $5,682-81.7% | $4,530-77.1% |
| Admin fee / account holder | $11 | $343-96.8% | $13,212-99.9% | $348-96.9% |