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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,814 | $65,292-89.6% | $109,313-93.8% | $65,292-89.6% |
| Participation rate | 1.4% | 72.4%-71.0pp | 71.3%-69.8pp | 72.4%-71.0pp |
| Annual return | 9.48% | 11.84%-2.4pp | 22.07%-12.6pp | 11.84%-2.4pp |
| Employer contribution / active EE | $0 | $2,302-100.0% | $3,892-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $30 | $3,579-99.2% | $3,166-99.1% | $3,579-99.2% |
| Admin fee / account holder | $3 | $57-95.2% | $5,666-100.0% | $57-95.2% |