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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,075 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,972 | $48,277-73.1% | $63,517-79.6% | $55,191-76.5% |
| Participation rate | 21.9% | 69.4%-47.5pp | 71.0%-49.2pp | 69.2%-47.3pp |
| Annual return | 1.55% | 2.37%-0.8pp | -70.30%+71.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $420 | $1,592-73.6% | $2,322-81.9% | $1,899-77.9% |
| Participant deferral / active EE | $1,247 | $2,432-48.7% | $2,953-57.8% | $3,046-59.1% |
| Admin fee / account holder | $20 | $86-77.2% | $5,892-99.7% | $91-78.4% |