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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,910 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,751 | $72,620-79.7% | $90,760-83.7% | $66,938-78.0% |
| Participation rate | 67.3% | 73.7%-6.4pp | 75.7%-8.4pp | 69.8%-2.5pp |
| Annual return | -17.07% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,927 | $2,369-18.7% | $2,922-34.1% | $2,545-24.3% |
| Participant deferral / active EE | $3,541 | $3,979-11.0% | $4,565-22.4% | $4,238-16.5% |
| Admin fee / account holder | $38 | $707-94.6% | $8,444-99.5% | $594-93.6% |