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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,216 |
Service code 15 · EIN 47-3611187 | Recordkeeping | $8,361 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,659 | $49,138-15.2% | $84,021-50.4% | $65,185-36.1% |
| Participation rate | 55.4% | 60.7%-5.3pp | 69.0%-13.6pp | 70.2%-14.8pp |
| Annual return | 21.02% | 23.00%-2.0pp | 71.32%-50.3pp | 29.38%-8.4pp |
| Employer contribution / active EE | $363 | $914-60.3% | $1,984-81.7% | $2,177-83.3% |
| Participant deferral / active EE | $2,539 | $2,397+5.9% | $3,239-21.6% | $3,514-27.8% |
| Admin fee / account holder | $342 | $543-37.1% | $6,102-94.4% | $847-59.7% |