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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,609 | $56,540-79.5% | $185,849-93.8% | $86,821-86.6% |
| Participation rate | 24.1% | 65.5%-41.4pp | 81.7%-57.6pp | 72.3%-48.2pp |
| Annual return | 24.61% | 118.20%-93.6pp | 122.10%-97.5pp | 97.94%-73.3pp |
| Employer contribution / active EE | $486 | $1,844-73.7% | $5,169-90.6% | $2,406-79.8% |
| Participant deferral / active EE | $1,086 | $2,555-57.5% | $5,569-80.5% | $4,132-73.7% |
| Admin fee / account holder | $31 | $150-79.0% | $16,244-99.8% | $170-81.5% |