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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 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.
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 | $22,274 | $55,002-59.5% | $59,883-62.8% | $56,287-60.4% |
| Participation rate | 51.9% | 75.9%-24.0pp | 74.7%-22.8pp | 69.9%-17.9pp |
| Annual return | 6.98% | 1.13%+5.8pp | 3.46%+3.5pp | -9.96%+16.9pp |
| Employer contribution / active EE | $1,147 | $2,448-53.2% | $2,722-57.9% | $2,111-45.7% |
| Participant deferral / active EE | $1,474 | $3,121-52.8% | $3,402-56.7% | $3,350-56.0% |
| Admin fee / account holder | $53 | $236-77.3% | $3,591-98.5% | $521-89.7% |