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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,101 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $1,530 |
ADP BROKER-DEALER7+ 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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,385 | $27,936-41.3% | $58,561-72.0% | $75,173-78.2% |
| Participation rate | 62.7% | 38.8%+23.8pp | 50.9%+11.8pp | 67.2%-4.5pp |
| Annual return | 17.10% | 44.21%-27.1pp | 4251.33%-4234.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $922 | $1,202-23.3% | $1,923-52.1% | $4,126-77.7% |
| Admin fee / account holder | $80 | $1,727-95.4% | $2,520-96.8% | $5,651-98.6% |