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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,084 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $15,913 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,247 | $76,107-65.5% | $96,576-72.8% | $71,495-63.3% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 13.57% | 22.81%-9.2pp | 25.87%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,523 | $2,247-32.2% | $2,965-48.6% | $2,589-41.2% |
| Participant deferral / active EE | $2,526 | $4,218-40.1% | $4,851-47.9% | $4,291-41.1% |
| Admin fee / account holder | $143 | $2,708-94.7% | $8,253-98.3% | $1,588-91.0% |