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| Provider | Service type | Compensation |
|---|---|---|
GATEWAY ADVISORY, LLC3+ years Service code 15 · EIN 27-1678306 | Recordkeeping | $8,519 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 15 · EIN 13-1459550 | Recordkeeping | $5,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $815 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,125 | $71,192-53.5% | $117,861-71.9% | $62,293-46.8% |
| Participation rate | 73.5% | 74.2%-0.7pp | 79.7%-6.1pp | 69.5%+4.0pp |
| Annual return | 13.12% | 18.66%-5.5pp | 335.11%-322.0pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,423 | $3,189+7.3% | $4,482-23.6% | $3,169+8.0% |
| Admin fee / account holder | $121 | $587-79.3% | $8,021-98.5% | $479-74.7% |