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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,105 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
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.
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 | $39,526 | $99,957-60.5% | $149,715-73.6% | $73,493-46.2% |
| Participation rate | 23.2% | 75.7%-52.5pp | 82.5%-59.2pp | 70.7%-47.4pp |
| Annual return | 15.08% | 53.87%-38.8pp | 276.66%-261.6pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,495 | $6,073-58.9% | $6,842-63.5% | $3,740-33.3% |
| Admin fee / account holder | $138 | $551-74.9% | $9,310-98.5% | $513-73.0% |