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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 41-1812533 | Recordkeeping | $10,645 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,784 | $62,177-81.0% | $81,370-85.5% | $74,478-84.2% |
| Participation rate | 91.0% | 64.1%+27.0pp | 69.5%+21.5pp | 67.2%+23.8pp |
| Annual return | 43.24% | 16.62%+26.6pp | 24.85%+18.4pp | 1370.56%-1327.3pp |
| Employer contribution / active EE | $9 | $1,881-99.5% | $2,464-99.6% | $2,626-99.6% |
| Participant deferral / active EE | $1,924 | $3,219-40.2% | $3,885-50.5% | $4,350-55.8% |
| Admin fee / account holder | $73 | $1,927-96.2% | $5,749-98.7% | $1,946-96.2% |