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| Provider | Service type | Compensation |
|---|---|---|
HILDERBRAND, LIMPARIS & ASSOCIATES,1 year Service code 15 · EIN 52-1946112 | Recordkeeping | $10,000 |
SANTOS POSTAL & COMPANY PC1 year Filed as: SANTOS, POSTAL AND COMPANY PC Service code 15 · EIN 52-1659352 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
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.
Employer contribution per participant 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).
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 | $23,915 | $39,859-40.0% | $78,689-69.6% | $57,658-58.5% |
| Participation rate | 23.4% | 66.1%-42.7pp | 73.6%-50.2pp | 70.2%-46.9pp |
| Annual return | 6.56% | 18.96%-12.4pp | 62.18%-55.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $197 | $1,786-89.0% | $2,851-93.1% | $1,974-90.0% |
| Participant deferral / active EE | $673 | $2,248-70.0% | $3,517-80.9% | $3,061-78.0% |
| Admin fee / account holder | $265 | $76+247.6% | $4,510-94.1% | $95+180.1% |