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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,163 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,720 | $40,522-83.4% | $84,628-92.1% | $67,579-90.1% |
| Participation rate | 12.9% | 51.1%-38.2pp | 68.2%-55.4pp | 71.3%-58.4pp |
| Annual return | 95.02% | 32.72%+62.3pp | 258.80%-163.8pp | 378.56%-283.5pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $670 | $2,132-68.6% | $3,900-82.8% | $3,539-81.1% |
| Admin fee / account holder | $30 | $145-79.0% | $4,914-99.4% | $142-78.6% |