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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,939 | $36,916-48.7% | $156,551-87.9% | $57,658-67.2% |
| Participation rate | 9.7% | 63.4%-53.8pp | 84.0%-74.3pp | 70.2%-60.5pp |
| Annual return | 15.53% | 12.38%+3.2pp | 32.23%-16.7pp | 5.13%+10.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $313 | $1,926-83.7% | $4,871-93.6% | $3,061-89.8% |
| Admin fee / account holder | $8 | $82-90.5% | $13,028-99.9% | $95-91.7% |