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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,193 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $20,969 | $73,102-71.3% | $123,553-83.0% | $56,289-62.7% |
| Participation rate | 91.2% | 74.3%+16.9pp | 82.3%+8.9pp | 69.9%+21.4pp |
| Annual return | -6.70% | 3.01%-9.7pp | 119.21%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,260 | $2,977-57.7% | $4,628-72.8% | $2,111-40.3% |
| Participant deferral / active EE | $5,107 | $5,423-5.8% | $6,426-20.5% | $3,350+52.5% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |