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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
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 | $39,566 | $105,210-62.4% | $159,487-75.2% | $85,851-53.9% |
| Participation rate | 29.5% | 75.8%-46.3pp | 82.8%-53.4pp | 69.3%-39.8pp |
| Annual return | 16.44% | 45.08%-28.6pp | 263.71%-247.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,535 | $5,946-57.4% | $7,354-65.5% | $3,952-35.9% |
| Admin fee / account holder | $4 | $6,934-99.9% | $10,804-100.0% | $6,261-99.9% |