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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,389 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,956 | $99,957-36.0% | $149,745-57.3% | $73,497-13.0% |
| Participation rate | 14.8% | 75.7%-60.9pp | 82.5%-67.7pp | 70.7%-55.9pp |
| Annual return | 416.40% | 53.87%+362.5pp | 276.72%+139.7pp | 28.51%+387.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,968 | $6,073-67.6% | $6,843-71.2% | $3,740-47.4% |
| Admin fee / account holder | $93 | $551-83.2% | $9,312-99.0% | $513-82.0% |