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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $51,519 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,445 |
ADP BROKER-DEALER3+ 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,621 | $44,989-58.6% | $170,435-89.1% | $77,958-76.1% |
| Participation rate | 14.4% | 64.6%-50.2pp | 83.6%-69.2pp | 71.6%-57.3pp |
| Annual return | 17.03% | 19.61%-2.6pp | 205.94%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $198 | $1,466-86.5% | $5,432-96.3% | $2,310-91.4% |
| Participant deferral / active EE | $646 | $2,208-70.7% | $4,939-86.9% | $3,537-81.7% |
| Admin fee / account holder | $13 | $69-81.5% | $13,881-99.9% | $97-86.9% |