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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,769 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,982 |
ADP BROKER-DEALER5 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,838 | $55,423-64.2% | $155,602-87.3% | $74,400-73.3% |
| Participation rate | 57.2% | 61.9%-4.7pp | 78.2%-21.0pp | 67.2%-10.0pp |
| Annual return | 12.05% | 269.07%-257.0pp | 64.81%-52.8pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $440 | $2,266-80.6% | $4,675-90.6% | $2,624-83.2% |
| Participant deferral / active EE | $2,215 | $2,835-21.9% | $5,629-60.7% | $4,348-49.1% |
| Admin fee / account holder | $254 | $1,744-85.5% | $15,923-98.4% | $1,944-86.9% |