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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,397 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,035 | $93,010-88.1% | $96,520-88.6% | $74,440-85.2% |
| Participation rate | 47.6% | 71.6%-24.0pp | 74.3%-26.8pp | 70.7%-23.2pp |
| Annual return | 97.57% | 37.50%+60.1pp | 35.72%+61.9pp | 34.37%+63.2pp |
| Employer contribution / active EE | $1,288 | $3,427-62.4% | $3,739-65.6% | $2,638-51.2% |
| Participant deferral / active EE | $2,150 | $3,971-45.9% | $4,879-55.9% | $4,529-52.5% |
| Admin fee / account holder | $140 | $633-77.8% | $6,733-97.9% | $348-59.6% |