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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,872 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DELER Service code 59 | 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 | $14,466 | $37,196-61.1% | $154,111-90.6% | $55,725-74.0% |
| Participation rate | 31.9% | 64.1%-32.2pp | 83.0%-51.1pp | 70.9%-38.9pp |
| Annual return | 3.80% | 1319.68%-1315.9pp | 735.18%-731.4pp | 244.93%-241.1pp |
| Employer contribution / active EE | $255 | $1,614-84.2% | $5,298-95.2% | $2,078-87.7% |
| Participant deferral / active EE | $1,225 | $2,068-40.8% | $5,081-75.9% | $3,356-63.5% |
| Admin fee / account holder | $100 | $102-1.8% | $13,411-99.3% | $115-13.4% |