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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,518 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $46,029 | $71,192-35.3% | $117,861-60.9% | $62,293-26.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 79.7%-34.2pp | 69.5%-24.1pp |
| Annual return | 15.87% | 18.66%-2.8pp | 335.11%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $549 | $1,934-71.6% | $3,786-85.5% | $2,042-73.1% |
| Participant deferral / active EE | $1,703 | $3,189-46.6% | $4,482-62.0% | $3,169-46.3% |
| Admin fee / account holder | $88 | $587-85.1% | $8,021-98.9% | $479-81.7% |