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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,775 | $64,286-61.5% | $106,387-76.7% | $55,725-55.5% |
| Participation rate | 15.9% | 75.2%-59.3pp | 77.5%-61.6pp | 70.9%-55.0pp |
| Annual return | -5.49% | 0.84%-6.3pp | 0.25%-5.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $568 | $4,158-86.3% | $5,421-89.5% | $3,356-83.1% |
| Admin fee / account holder | $4 | $102-96.0% | $7,510-99.9% | $115-96.5% |