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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,776 | $56,897-67.0% | $84,750-77.8% | $62,891-70.1% |
| Participation rate | 42.5% | 68.5%-26.0pp | 76.6%-34.1pp | 69.3%-26.8pp |
| Annual return | 7.04% | 6.30%+0.7pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $831 | $2,709-69.3% | $3,712-77.6% | $3,203-74.0% |
| Admin fee / account holder | $7 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |