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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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.
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 | $19,920 | $48,064-58.6% | $78,778-74.7% | $69,631-71.4% |
| Participation rate | 20.3% | 61.6%-41.2pp | 69.2%-48.8pp | 70.7%-50.3pp |
| Annual return | 15.03% | 21.81%-6.8pp | 35.62%-20.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $371 | $744-50.1% | $1,986-81.3% | $2,032-81.7% |
| Participant deferral / active EE | $575 | $2,079-72.4% | $2,958-80.6% | $3,224-82.2% |
| Admin fee / account holder | $20 | $152-87.1% | $5,134-99.6% | $110-82.2% |