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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,213 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 91 NORTH FRONT STE · KINGSTON, NY 12401 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,804 | $60,165-67.1% | $74,184-73.3% | $55,167-64.1% |
| Participation rate | 76.6% | 74.2%+2.4pp | 76.6%0pp | 69.0%+7.6pp |
| Annual return | 12.50% | 10.00%+2.5pp | 17.74%-5.2pp | 169.23%-156.7pp |
| Employer contribution / active EE | $607 | $1,600-62.0% | $2,370-74.4% | $1,963-69.1% |
| Participant deferral / active EE | $2,067 | $2,973-30.5% | $3,550-41.8% | $3,054-32.3% |
| Admin fee / account holder | $46 | $419-89.0% | $5,586-99.2% | $504-90.9% |