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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,056 | $66,813-92.4% | $100,535-95.0% | $73,497-93.1% |
| Participation rate | 79.7% | 77.5%+2.2pp | 79.4%+0.3pp | 70.7%+9.0pp |
| Annual return | 18.44% | 25.70%-7.3pp | 30.90%-12.5pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,958 | $5,883-66.7% | $6,271-68.8% | $3,740-47.6% |
| Admin fee / account holder | $25 | $512-95.2% | $8,085-99.7% | $513-95.2% |