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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,309 |
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).
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 | $10,367 | $79,694-87.0% | $96,161-89.2% | $79,393-86.9% |
| Participation rate | 14.6% | 54.0%-39.4pp | 68.4%-53.9pp | 70.7%-56.1pp |
| Annual return | 13.91% | 40.84%-26.9pp | 192.01%-178.1pp | 116.87%-103.0pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,798-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,550 | $2,539-38.9% | $4,349-64.4% | $4,046-61.7% |
| Admin fee / account holder | $47 | $630-92.6% | $5,538-99.2% | $627-92.5% |