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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,694 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,068 | $39,948-87.3% | $89,435-94.3% | $73,412-93.1% |
| Participation rate | 29.4% | 50.4%-21.0pp | 68.0%-38.6pp | 72.2%-42.8pp |
| Annual return | 21.23% | 50.12%-28.9pp | 245.55%-224.3pp | 59.30%-38.1pp |
| Employer contribution / active EE | $207 | $1,200-82.7% | $2,587-92.0% | $2,234-90.7% |
| Participant deferral / active EE | $639 | $2,193-70.8% | $3,890-83.6% | $3,806-83.2% |
| Admin fee / account holder | $44 | $134-67.3% | $4,884-99.1% | $158-72.2% |