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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $125 |
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 | $23,423 | $70,002-66.5% | $115,037-79.6% | $52,331-55.2% |
| Participation rate | 31.9% | 72.1%-40.2pp | 81.4%-49.5pp | 68.1%-36.2pp |
| Annual return | 1.03% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,190 | $4,920-55.5% | $6,026-63.7% | $3,022-27.5% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |