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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-0361525 | Recordkeeping | $10,250 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,834 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITY SERVICES INC2 years Service code 49 825 NE MULTNOMAH · PORTLAND, OR 97232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $15,993 | $79,523-79.9% | $140,019-88.6% | $56,287-71.6% |
| Participation rate | 43.1% | 85.7%-42.7pp | 87.5%-44.4pp | 69.9%-26.8pp |
| Annual return | -12.38% | 2.39%-14.8pp | 651.15%-663.5pp | -9.96%-2.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,284 | $5,129-36.0% | $6,927-52.6% | $3,350-1.9% |
| Admin fee / account holder | $98 | $614-84.1% | $10,705-99.1% | $521-81.2% |