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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEAL Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,483 | $31,388-60.2% | $73,550-83.0% | $62,293-80.0% |
| Participation rate | 17.5% | 39.9%-22.4pp | 54.9%-37.5pp | 69.5%-52.1pp |
| Annual return | 19.21% | 25.34%-6.1pp | -15.16%+34.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $393 | $498-21.1% | $1,219-67.8% | $2,042-80.8% |
| Participant deferral / active EE | $603 | $1,028-41.4% | $1,804-66.6% | $3,169-81.0% |
| Admin fee / account holder | $93 | $299-68.8% | $2,320-96.0% | $479-80.5% |