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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,813 |
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $6,826 |
ADP BROKER-DEALER6+ years 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).
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 | $16,677 | $62,132-73.2% | $185,861-91.0% | $73,497-77.3% |
| Participation rate | 87.7% | 67.8%+19.9pp | 78.0%+9.7pp | 70.7%+17.0pp |
| Annual return | 36.76% | 20.44%+16.3pp | 35.96%+0.8pp | 28.51%+8.2pp |
| Employer contribution / active EE | $612 | $1,681-63.6% | $4,088-85.0% | $2,270-73.1% |
| Participant deferral / active EE | $3,281 | $3,711-11.6% | $5,634-41.8% | $3,740-12.3% |
| Admin fee / account holder | $87 | $419-79.2% | $9,503-99.1% | $513-83.0% |