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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $707 |
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 | $54,092 | $56,287-3.9% | $80,977-33.2% | $62,881-14.0% |
| Participation rate | 60.0% | 68.9%-8.9pp | 75.8%-15.8pp | 69.3%-9.3pp |
| Annual return | 10.01% | 22.13%-12.1pp | 17.11%-7.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,776 | $1,943-8.6% | $3,715-52.2% | $2,281-22.1% |
| Participant deferral / active EE | $5,516 | $4,196+31.5% | $5,696-3.2% | $3,203+72.2% |
| Admin fee / account holder | $96 | $3,742-97.4% | $5,517-98.3% | $4,296-97.8% |