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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,211 |
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 | $11,575 | $65,960-82.5% | $81,882-85.9% | $77,762-85.1% |
| Participation rate | 49.8% | 65.8%-15.9pp | 72.4%-22.6pp | 70.6%-20.8pp |
| Annual return | 14.02% | 26.64%-12.6pp | 779.47%-765.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,729 | $3,505-50.7% | $4,323-60.0% | $4,651-62.8% |
| Admin fee / account holder | $70 | $526-86.7% | $7,360-99.1% | $433-83.9% |