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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,049 | $37,463-57.2% | $77,096-79.2% | $66,938-76.0% |
| Participation rate | 49.0% | 52.9%-3.9pp | 67.9%-18.9pp | 69.8%-20.8pp |
| Annual return | -12.44% | -3.25%-9.2pp | 42.35%-54.8pp | 1.58%-14.0pp |
| Employer contribution / active EE | $294 | $1,535-80.9% | $2,814-89.6% | $2,545-88.5% |
| Participant deferral / active EE | $1,954 | $2,621-25.5% | $4,429-55.9% | $4,238-53.9% |
| Admin fee / account holder | $10 | $568-98.2% | $5,428-99.8% | $594-98.3% |