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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,421 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $11,934 |
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).
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 | $20,897 | $65,376-68.0% | $87,104-76.0% | $65,185-67.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 15.72% | 31.27%-15.6pp | 28.19%-12.5pp | 29.38%-13.7pp |
| Employer contribution / active EE | $1,495 | $1,822-18.0% | $2,521-40.7% | $2,177-31.3% |
| Participant deferral / active EE | $2,472 | $3,388-27.0% | $4,048-38.9% | $3,514-29.6% |
| Admin fee / account holder | $144 | $520-72.3% | $7,491-98.1% | $847-83.0% |