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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,669 |
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 | $17,927 | $41,150-56.4% | $80,627-77.8% | $71,511-74.9% |
| Participation rate | 47.7% | 50.3%-2.6pp | 67.0%-19.3pp | 67.9%-20.3pp |
| Annual return | 21.36% | 38.48%-17.1pp | 936.76%-915.4pp | 28.86%-7.5pp |
| Employer contribution / active EE | $519 | $1,515-65.8% | $2,723-80.9% | $2,589-80.0% |
| Participant deferral / active EE | $2,004 | $2,701-25.8% | $4,443-54.9% | $4,291-53.3% |
| Admin fee / account holder | $18 | $1,841-99.0% | $5,381-99.7% | $1,588-98.9% |