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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,833 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $720 |
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).
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 | $20,932 | $50,199-58.3% | $70,098-70.1% | $66,930-68.7% |
| Participation rate | 43.4% | 66.3%-22.9pp | 70.5%-27.1pp | 69.8%-26.4pp |
| Annual return | -17.51% | -13.85%-3.7pp | 190.76%-208.3pp | 1.57%-19.1pp |
| Employer contribution / active EE | $729 | $1,864-60.9% | $2,560-71.5% | $2,545-71.4% |
| Participant deferral / active EE | $2,270 | $3,112-27.1% | $3,849-41.0% | $4,238-46.4% |
| Admin fee / account holder | $74 | $600-87.6% | $6,266-98.8% | $593-87.5% |