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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER2 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,193 | $36,767-56.0% | $81,473-80.1% | $62,293-74.0% |
| Participation rate | 29.8% | 54.4%-24.6pp | 68.0%-38.2pp | 69.5%-39.7pp |
| Annual return | 31.61% | 173.80%-142.2pp | 38.78%-7.2pp | 28.90%+2.7pp |
| Employer contribution / active EE | $834 | $1,128-26.1% | $2,568-67.5% | $2,042-59.2% |
| Participant deferral / active EE | $1,702 | $2,111-19.3% | $3,537-51.9% | $3,169-46.3% |
| Admin fee / account holder | $42 | $797-94.8% | $4,561-99.1% | $479-91.3% |