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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,681 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,013 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,405 | $40,435-52.0% | $80,627-75.9% | $74,460-73.9% |
| Participation rate | 25.4% | 47.4%-22.0pp | 67.0%-41.6pp | 70.7%-45.4pp |
| Annual return | 21.38% | 165.19%-143.8pp | 936.76%-915.4pp | 34.38%-13.0pp |
| Employer contribution / active EE | $693 | $1,498-53.7% | $2,723-74.5% | $2,638-73.7% |
| Participant deferral / active EE | $1,682 | $2,673-37.1% | $4,443-62.1% | $4,530-62.9% |
| Admin fee / account holder | $341 | $721-52.7% | $5,381-93.7% | $348-2.0% |