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| Provider | Service type | Compensation |
|---|---|---|
EAGLEVIEW ADVISORS, INC.1+ years Service code 15 · EIN 38-3802854 | Recordkeeping | $31,747 |
ISDANER & COMPANY, LLC1+ years Service code 15 · EIN 23-6410283 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,519 | $46,360-45.0% | $147,618-82.7% | $52,331-51.2% |
| Participation rate | 41.5% | 64.9%-23.5pp | 84.6%-43.1pp | 68.1%-26.6pp |
| Annual return | 0.23% | 1.62%-1.4pp | 61.98%-61.7pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,429 | $2,258-36.7% | $4,895-70.8% | $3,022-52.7% |
| Admin fee / account holder | $188 | $766-75.5% | $11,612-98.4% | $592-68.3% |