Filed October 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS LLP Service code 29 · EIN 13-1863997 | Legal | $11,807 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
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).
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 | $43,368 | $50,898-14.8% | $171,082-74.7% | $55,167-21.4% |
| Participation rate | 29.7% | 63.3%-33.6pp | 76.7%-47.0pp | 69.0%-39.3pp |
| Annual return | 9.51% | 15.34%-5.8pp | 32.56%-23.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $288 | $1,433-79.9% | $4,002-92.8% | $1,963-85.3% |
| Participant deferral / active EE | $1,826 | $2,994-39.0% | $4,797-61.9% | $3,054-40.2% |
| Admin fee / account holder | $10 | $500-98.0% | $8,520-99.9% | $504-98.0% |