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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,961 |
PAYCHEX, INC.1 year Filed as: PAYCHEX RETIREMENT SERVICES Service code 59 · EIN 16-1124166 | Shareholder Servicing | $1,284 |
ADP BROKER-DEALER1 year 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,069 | $100,801-90.0% | $149,730-93.3% | $73,412-86.3% |
| Participation rate | 39.6% | 77.7%-38.1pp | 82.5%-42.9pp | 72.2%-32.6pp |
| Annual return | 62.55% | 265.34%-202.8pp | 276.70%-214.1pp | 59.30%+3.3pp |
| Employer contribution / active EE | $772 | $3,312-76.7% | $4,645-83.4% | $2,234-65.4% |
| Participant deferral / active EE | $1,426 | $6,404-77.7% | $6,843-79.2% | $3,806-62.5% |
| Admin fee / account holder | $48 | $181-73.2% | $9,310-99.5% | $158-69.3% |