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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,957 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $11,308 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,930 | $50,919-43.2% | $155,556-81.4% | $77,762-62.8% |
| Participation rate | 40.4% | 63.1%-22.7pp | 78.2%-37.9pp | 70.6%-30.2pp |
| Annual return | 16.16% | 34.84%-18.7pp | 64.84%-48.7pp | 31.27%-15.1pp |
| Employer contribution / active EE | $546 | $1,991-72.6% | $4,675-88.3% | $2,728-80.0% |
| Participant deferral / active EE | $2,263 | $2,824-19.9% | $5,631-59.8% | $4,651-51.3% |
| Admin fee / account holder | $264 | $437-39.6% | $15,885-98.3% | $433-39.1% |