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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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).
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 | $5,026 | $23,224-78.4% | $71,089-92.9% | $55,725-91.0% |
| Participation rate | 28.6% | 37.9%-9.3pp | 54.6%-26.0pp | 70.9%-42.2pp |
| Annual return | 15.71% | -2.87%+18.6pp | 650.65%-634.9pp | 244.93%-229.2pp |
| Employer contribution / active EE | $248 | $436-43.1% | $1,088-77.2% | $2,078-88.0% |
| Participant deferral / active EE | $638 | $929-31.3% | $1,873-65.9% | $3,356-81.0% |
| Admin fee / account holder | $2 | $118-98.6% | $3,082-99.9% | $115-98.6% |