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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,989 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER- DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
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 | $31,953 | $70,908-54.9% | $98,907-67.7% | $73,488-56.5% |
| Participation rate | 93.9% | 73.8%+20.1pp | 76.0%+17.8pp | 70.7%+23.2pp |
| Annual return | 84.87% | 34.17%+50.7pp | 196.43%-111.6pp | 28.51%+56.4pp |
| Employer contribution / active EE | $2,057 | $2,036+1.0% | $2,689-23.5% | $2,270-9.4% |
| Participant deferral / active EE | $3,791 | $3,500+8.3% | $4,244-10.7% | $3,740+1.4% |
| Admin fee / account holder | $29 | $535-94.6% | $6,642-99.6% | $513-94.3% |