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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,125 |
ADP BROKER-DEALER1+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,885 | $52,722-94.5% | $90,461-96.8% | $73,412-96.1% |
| Participation rate | 62.1% | 67.7%-5.6pp | 72.7%-10.6pp | 72.2%-10.1pp |
| Annual return | 27.87% | 20.70%+7.2pp | 1294.76%-1266.9pp | 59.30%-31.4pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $668 | $2,810-76.2% | $3,964-83.1% | $3,806-82.4% |
| Admin fee / account holder | $30 | $117-74.7% | $5,617-99.5% | $158-81.3% |