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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $16,030 | $111,491-85.6% | $189,545-91.5% | $86,821-81.5% |
| Participation rate | 42.9% | 87.3%-44.5pp | 87.8%-44.9pp | 72.3%-29.4pp |
| Annual return | 25.72% | 83.50%-57.8pp | 555.36%-529.6pp | 97.94%-72.2pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,198 | $6,437-65.9% | $8,220-73.3% | $4,132-46.8% |
| Admin fee / account holder | $188 | $189-0.2% | $12,049-98.4% | $170+11.0% |