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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,916 |
ADP BROKER-DEALER9+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,680 | $44,898-91.8% | $85,187-95.7% | $199,960-98.2% |
| Participation rate | 51.9% | 45.7%+6.1pp | 67.5%-15.6pp | 72.0%-20.1pp |
| Annual return | 45.57% | 20.98%+24.6pp | 66.67%-21.1pp | 34.28%+11.3pp |
| Employer contribution / active EE | $779 | $1,367-43.0% | $2,732-71.5% | $3,036-74.3% |
| Participant deferral / active EE | $578 | $2,670-78.4% | $4,525-87.2% | $5,087-88.6% |
| Admin fee / account holder | $51 | $585-91.4% | $6,162-99.2% | $269-81.2% |