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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,837 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,919 |
ADP BROKER-DEALER3 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $45,109-50.5% | $85,187-73.8% | $77,736-71.3% |
| Participation rate | 23.8% | 48.7%-24.8pp | 67.5%-43.7pp | 70.6%-46.7pp |
| Annual return | 18.62% | 79.55%-60.9pp | 66.67%-48.0pp | 31.26%-12.6pp |
| Employer contribution / active EE | $729 | $1,602-54.5% | $2,732-73.3% | $2,728-73.3% |
| Participant deferral / active EE | $2,042 | $2,814-27.4% | $4,525-54.9% | $4,651-56.1% |
| Admin fee / account holder | $365 | $915-60.1% | $6,162-94.1% | $433-15.8% |