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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $2,548 | $44,473-94.3% | $76,518-96.7% | $55,725-95.4% |
| Participation rate | 26.4% | 51.0%-24.6pp | 68.0%-41.6pp | 70.9%-44.5pp |
| Annual return | -14.17% | -2.01%-12.2pp | -0.27%-13.9pp | 244.93%-259.1pp |
| Employer contribution / active EE | $180 | $1,101-83.6% | $2,647-93.2% | $2,078-91.3% |
| Participant deferral / active EE | $514 | $1,988-74.1% | $3,836-86.6% | $3,356-84.7% |
| Admin fee / account holder | $28 | $134-79.0% | $4,849-99.4% | $115-75.6% |