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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,783 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,107 | $32,117-37.4% | $71,089-71.7% | $64,173-68.7% |
| Participation rate | 28.4% | 42.7%-14.3pp | 54.6%-26.2pp | 69.6%-41.2pp |
| Annual return | -10.33% | -5.57%-4.8pp | 650.65%-661.0pp | 7.63%-18.0pp |
| Employer contribution / active EE | $187 | $712-73.7% | $1,088-82.8% | $2,381-92.1% |
| Participant deferral / active EE | $950 | $1,263-24.8% | $1,873-49.2% | $3,470-72.6% |
| Admin fee / account holder | $378 | $2,759-86.3% | $3,082-87.7% | $4,887-92.3% |