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| Provider | Service type | Compensation |
|---|---|---|
ATCAPS PARTNERS LLC1 year Service code 27 · EIN 46-4840366 | Advisory (Plan) | $85,374 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,126 |
Service code 27 · EIN 04-3249931 | Advisory (Plan) | $23,538 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,546 |
PRCA1 year Service code 15 · EIN 45-4208939 | Recordkeeping | $5,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,459 | $47,135-52.4% | $149,717-85.0% | $74,440-69.8% |
| Participation rate | 53.8% | 63.4%-9.6pp | 78.8%-25.0pp | 70.7%-17.0pp |
| Annual return | 19.50% | 22.75%-3.3pp | 134.41%-114.9pp | 34.37%-14.9pp |
| Employer contribution / active EE | $1,664 | $1,906-12.7% | $4,820-65.5% | $2,638-36.9% |
| Participant deferral / active EE | $2,895 | $2,728+6.1% | $5,682-49.1% | $4,529-36.1% |
| Admin fee / account holder | $530 | $343+54.8% | $13,213-96.0% | $348+52.5% |