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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,130 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,576 | $55,453-23.2% | $170,439-75.0% | $62,293-31.7% |
| Participation rate | 21.9% | 66.4%-44.5pp | 83.6%-61.7pp | 69.5%-47.6pp |
| Annual return | 50.21% | 21.38%+28.8pp | 205.94%-155.7pp | 28.90%+21.3pp |
| Employer contribution / active EE | $425 | $2,164-80.3% | $5,433-92.2% | $2,042-79.2% |
| Participant deferral / active EE | $1,366 | $2,303-40.7% | $4,939-72.3% | $3,169-56.9% |
| Admin fee / account holder | $107 | $455-76.6% | $13,881-99.2% | $479-77.7% |