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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 | $29,733+66.1% | $56,025-11.9% | $80,959-39.0% |
| Participation rate | 58.8% | 41.7%+17.1pp | 52.5%+6.3pp | 67.7%-8.8pp |
| Annual return | 11.07% | 35.28%-24.2pp | 1712.69%-1701.6pp | 35.67%-24.6pp |
| Employer contribution / active EE | $343 | $672-48.9% | $1,042-67.1% | $2,757-87.6% |
| Participant deferral / active EE | $943 | $1,229-23.3% | $1,955-51.7% | $4,300-78.1% |
| Admin fee / account holder | $276 | $2,434-88.7% | $2,828-90.3% | $6,925-96.0% |