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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,293 | $55,636-63.5% | $81,991-75.3% | $73,493-72.4% |
| Participation rate | 43.4% | 62.3%-18.8pp | 69.3%-25.8pp | 70.7%-27.2pp |
| Annual return | 19.71% | 19.07%+0.6pp | 41.31%-21.6pp | 28.51%-8.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,196 | $2,762-20.5% | $3,722-41.0% | $3,740-41.3% |
| Admin fee / account holder | $5 | $493-99.0% | $5,665-99.9% | $513-99.1% |