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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,767 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $11,095 |
ANTHONY & ASSOCIATES, CPAS2 years Service code 15 · EIN 33-0146112 | Recordkeeping | $9,045 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 12740 HESPERIA RD STE B · VICTORVILLE, CA 92395 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $16,410 | $60,545-72.9% | $92,236-82.2% | $69,631-76.4% |
| Participation rate | 31.6% | 72.2%-40.5pp | 76.5%-44.8pp | 70.7%-39.0pp |
| Annual return | 25.37% | 19.71%+5.7pp | 176.29%-150.9pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $377 | $2,633-85.7% | $3,679-89.7% | $2,032-81.4% |
| Participant deferral / active EE | $1,394 | $2,828-50.7% | $3,897-64.2% | $3,224-56.8% |
| Admin fee / account holder | $221 | $145+52.6% | $5,194-95.7% | $110+100.0% |