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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,136 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,856 | $35,986-42.0% | $77,552-73.1% | $73,497-71.6% |
| Participation rate | 11.8% | 40.8%-29.0pp | 54.2%-42.3pp | 70.7%-58.8pp |
| Annual return | 27.26% | 19.26%+8.0pp | 54.82%-27.6pp | 28.51%-1.3pp |
| Employer contribution / active EE | $270 | $557-51.6% | $987-72.7% | $2,270-88.1% |
| Participant deferral / active EE | $573 | $1,198-52.2% | $1,861-69.2% | $3,740-84.7% |
| Admin fee / account holder | $143 | $466-69.4% | $2,859-95.0% | $513-72.2% |