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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: VOYA FINANCIAL ADVISORS (FORMERLY I Service code 49 516 VAUXHALL STREET, · NEW LONDON, CT 06320 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,090 | $45,566-34.0% | $64,105-53.1% | $59,632-49.5% |
| Participation rate | 69.4% | 60.2%+9.2pp | 68.2%+1.2pp | 68.7%+0.7pp |
| Annual return | -3.52% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,583 | $2,057-23.0% | $2,822-43.9% | $3,192-50.4% |
| Admin fee / account holder | $4 | $3,268-99.9% | $4,499-99.9% | $4,297-99.9% |