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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $955 |
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.
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 | $15,266 | $32,865-53.5% | $75,826-79.9% | $56,287-72.9% |
| Participation rate | 25.7% | 53.0%-27.2pp | 68.2%-42.5pp | 69.9%-44.1pp |
| Annual return | -6.60% | -5.01%-1.6pp | 1914.15%-1920.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $395 | $891-55.7% | $1,913-79.4% | $2,111-81.3% |
| Participant deferral / active EE | $633 | $1,683-62.4% | $2,862-77.9% | $3,350-81.1% |
| Admin fee / account holder | $17 | $185-90.8% | $4,726-99.6% | $521-96.7% |