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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,911 | $74,089-86.6% | $133,975-92.6% | $55,167-82.0% |
| Participation rate | 79.5% | 84.3%-4.7pp | 87.1%-7.5pp | 69.0%+10.6pp |
| Annual return | 11.06% | 12.11%-1.1pp | 29.29%-18.2pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,347 | $3,064-56.0% | $5,211-74.2% | $1,963-31.4% |
| Participant deferral / active EE | $1,646 | $4,678-64.8% | $6,282-73.8% | $3,054-46.1% |
| Admin fee / account holder | $8 | $458-98.2% | $9,324-99.9% | $504-98.3% |