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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,999 | $46,732-27.2% | $156,551-78.3% | $55,167-38.4% |
| Participation rate | 52.0% | 65.8%-13.8pp | 84.0%-32.0pp | 69.0%-17.0pp |
| Annual return | 5.00% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $439 | $2,105-79.1% | $5,501-92.0% | $1,963-77.6% |
| Participant deferral / active EE | $2,139 | $2,204-2.9% | $4,871-56.1% | $3,054-30.0% |
| Admin fee / account holder | $5 | $418-98.9% | $13,028-100.0% | $504-99.1% |