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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
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.
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 | $24,947 | $52,884-52.8% | $84,753-70.6% | $55,167-54.8% |
| Participation rate | 63.8% | 67.5%-3.7pp | 76.6%-12.8pp | 69.0%-5.2pp |
| Annual return | 8.02% | 18.03%-10.0pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,188 | $2,233-46.8% | $3,574-66.8% | $1,963-39.5% |
| Participant deferral / active EE | $2,546 | $2,644-3.7% | $3,712-31.4% | $3,054-16.6% |
| Admin fee / account holder | $4 | $581-99.3% | $5,333-99.9% | $504-99.2% |