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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $17,327 | $45,043-61.5% | $63,005-72.5% | $70,124-75.3% |
| Participation rate | 64.9% | 69.5%-4.6pp | 74.8%-9.9pp | 69.5%-4.6pp |
| Annual return | 16.67% | 18.76%-2.1pp | 87.59%-70.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,446 | $2,052-29.5% | $2,760-47.6% | $2,342-38.3% |
| Participant deferral / active EE | $1,818 | $2,466-26.3% | $3,329-45.4% | $3,332-45.4% |
| Admin fee / account holder | $92 | $2,833-96.8% | $3,599-97.4% | $4,645-98.0% |