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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,502 |
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 | $16,761 | $35,986-53.4% | $77,552-78.4% | $73,497-77.2% |
| Participation rate | 44.9% | 40.8%+4.0pp | 54.2%-9.3pp | 70.7%-25.8pp |
| Annual return | 14.95% | 19.26%-4.3pp | 54.82%-39.9pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,254 | $557+125.0% | $987+27.1% | $2,270-44.8% |
| Participant deferral / active EE | $1,901 | $1,198+58.7% | $1,861+2.1% | $3,740-49.2% |
| Admin fee / account holder | $112 | $466-76.0% | $2,859-96.1% | $513-78.2% |