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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,642 |
Service code 15 · EIN 45-3709458 | Recordkeeping | $5,795 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,381 | $29,716+66.2% | $56,077-11.9% | $80,925-39.0% |
| Participation rate | 58.8% | 41.7%+17.1pp | 52.5%+6.3pp | 67.7%-8.8pp |
| Annual return | 11.07% | 35.30%-24.2pp | 1709.28%-1698.2pp | 35.65%-24.6pp |
| Employer contribution / active EE | $343 | $671-48.9% | $1,040-67.0% | $2,756-87.6% |
| Participant deferral / active EE | $943 | $1,228-23.2% | $1,954-51.7% | $4,299-78.1% |
| Admin fee / account holder | $276 | $2,432-88.7% | $2,825-90.2% | $6,940-96.0% |