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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,831 |
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.
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 | $36,254 | $88,122-58.9% | $141,177-74.3% | $67,579-46.4% |
| Participation rate | 17.1% | 76.5%-59.4pp | 82.5%-65.4pp | 71.3%-54.2pp |
| Annual return | 32.84% | 75.40%-42.6pp | 71.40%-38.6pp | 378.56%-345.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,751 | $5,958-70.6% | $6,710-73.9% | $3,539-50.5% |
| Admin fee / account holder | $249 | $131+90.5% | $10,263-97.6% | $142+75.2% |