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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,335 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $41,747 | $80,731-48.3% | $103,378-59.6% | $74,400-43.9% |
| Participation rate | 42.6% | 65.7%-23.1pp | 74.5%-32.0pp | 67.2%-24.7pp |
| Annual return | 14.03% | 27.56%-13.5pp | 24.91%-10.9pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,493 | $3,159-52.7% | $3,870-61.4% | $2,624-43.1% |
| Participant deferral / active EE | $2,640 | $3,862-31.6% | $5,058-47.8% | $4,348-39.3% |
| Admin fee / account holder | $19 | $2,369-99.2% | $8,401-99.8% | $1,944-99.0% |