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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,222 |
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 | $22,419 | $29,525-24.1% | $56,033-60.0% | $77,736-71.2% |
| Participation rate | 25.3% | 32.7%-7.4pp | 52.5%-27.2pp | 70.6%-45.3pp |
| Annual return | 12.44% | 18.90%-6.5pp | 1711.38%-1698.9pp | 31.26%-18.8pp |
| Employer contribution / active EE | $435 | $569-23.7% | $1,041-58.2% | $2,728-84.1% |
| Participant deferral / active EE | $1,198 | $1,062+12.9% | $1,954-38.7% | $4,651-74.2% |
| Admin fee / account holder | $179 | $1,040-82.8% | $2,827-93.7% | $433-58.8% |