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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,454 |
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 | $34,841 | $27,800+25.3% | $58,561-40.5% | $71,511-51.3% |
| Participation rate | 42.3% | 34.6%+7.7pp | 50.9%-8.6pp | 67.9%-25.7pp |
| Annual return | 15.83% | 26.80%-11.0pp | 4251.33%-4235.5pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,948 | $1,208+61.2% | $1,923+1.3% | $4,291-54.6% |
| Admin fee / account holder | $28 | $1,637-98.3% | $2,520-98.9% | $1,588-98.2% |