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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,171 |
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 | $22,429 | $45,123-50.3% | $85,240-73.7% | $74,478-69.9% |
| Participation rate | 47.7% | 49.4%-1.6pp | 67.5%-19.8pp | 67.2%-19.5pp |
| Annual return | 13.00% | 26.32%-13.3pp | 66.75%-53.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $585 | $1,459-59.9% | $2,735-78.6% | $2,626-77.7% |
| Participant deferral / active EE | $2,221 | $2,736-18.8% | $4,527-50.9% | $4,350-49.0% |
| Admin fee / account holder | $116 | $2,215-94.8% | $6,165-98.1% | $1,946-94.0% |