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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,295 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,892 | $30,437-28.1% | $56,033-60.9% | $74,459-70.6% |
| Participation rate | 48.0% | 32.9%+15.1pp | 52.5%-4.5pp | 67.2%-19.2pp |
| Annual return | 17.30% | 24.96%-7.7pp | 1711.38%-1694.1pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,201 | $1,176+257.3% | $1,954+115.0% | $4,350-3.4% |
| Admin fee / account holder | $13 | $2,363-99.5% | $2,827-99.5% | $1,945-99.3% |