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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,935 | $29,507-49.4% | $56,025-73.3% | $77,762-80.8% |
| Participation rate | 16.0% | 32.7%-16.7pp | 52.5%-36.5pp | 70.6%-54.5pp |
| Annual return | 13.75% | 18.90%-5.1pp | 1712.69%-1698.9pp | 31.27%-17.5pp |
| Employer contribution / active EE | $342 | $570-40.0% | $1,042-67.2% | $2,728-87.5% |
| Participant deferral / active EE | $546 | $1,062-48.5% | $1,955-72.1% | $4,651-88.3% |
| Admin fee / account holder | $57 | $1,041-94.5% | $2,828-98.0% | $433-86.9% |