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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,662 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $28,260 | $32,425-12.8% | $74,577-62.1% | $55,167-48.8% |
| Participation rate | 35.6% | 54.0%-18.4pp | 68.1%-32.5pp | 69.0%-33.4pp |
| Annual return | 30.86% | 10.63%+20.2pp | 20.47%+10.4pp | 169.23%-138.4pp |
| Employer contribution / active EE | $143 | $1,043-86.3% | $2,525-94.3% | $1,963-92.7% |
| Participant deferral / active EE | $926 | $1,995-53.6% | $3,458-73.2% | $3,054-69.7% |
| Admin fee / account holder | $14 | $748-98.1% | $4,138-99.7% | $504-97.1% |