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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $351 |
ADP BROKER-DEALER6+ years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $25,401 | $69,383-63.4% | $101,271-74.9% | $73,493-65.4% |
| Participation rate | 3.4% | 68.4%-65.0pp | 75.8%-72.4pp | 70.7%-67.3pp |
| Annual return | 12.47% | 18.46%-6.0pp | 46.48%-34.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $218 | $3,301-93.4% | $4,371-95.0% | $3,740-94.2% |
| Admin fee / account holder | $131 | $704-81.3% | $5,948-97.8% | $513-74.4% |