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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
ADP BROKER-DEALER2 years 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 | $14,068 | $36,767-61.7% | $81,473-82.7% | $62,293-77.4% |
| Participation rate | 23.6% | 54.4%-30.8pp | 68.0%-44.3pp | 69.5%-45.9pp |
| Annual return | 28.16% | 173.80%-145.6pp | 38.78%-10.6pp | 28.90%-0.7pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,160 | $2,111-45.1% | $3,537-67.2% | $3,169-63.4% |
| Admin fee / account holder | $8 | $797-99.0% | $4,561-99.8% | $479-98.3% |