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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,435 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,943 | $98,776-66.6% | $149,745-78.0% | $79,856-58.7% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 15.07% | 27.38%-12.3pp | 276.72%-261.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $20 | $3,217-99.4% | $4,646-99.6% | $2,471-99.2% |
| Participant deferral / active EE | $6,129 | $5,681+7.9% | $6,843-10.4% | $3,741+63.8% |
| Admin fee / account holder | $16 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |