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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,571 | $40,522-91.2% | $84,628-95.8% | $67,579-94.7% |
| Participation rate | 34.2% | 51.1%-16.9pp | 68.2%-34.0pp | 71.3%-37.0pp |
| Annual return | 31.60% | 32.72%-1.1pp | 258.80%-227.2pp | 378.56%-347.0pp |
| Employer contribution / active EE | $212 | $1,146-81.5% | $2,653-92.0% | $2,148-90.1% |
| Participant deferral / active EE | $767 | $2,132-64.0% | $3,900-80.3% | $3,539-78.3% |
| Admin fee / account holder | $54 | $145-62.7% | $4,914-98.9% | $142-61.9% |