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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,701 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,750 | $89,739-81.3% | $149,721-88.8% | $62,293-73.1% |
| Participation rate | 60.4% | 85.1%-24.7pp | 87.1%-26.7pp | 69.5%-9.2pp |
| Annual return | 20.89% | 21.01%-0.1pp | 1501.67%-1480.8pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,752 | $4,797-21.8% | $6,568-42.9% | $3,169+18.4% |
| Admin fee / account holder | $59 | $551-89.3% | $11,282-99.5% | $479-87.6% |