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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,200 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,229 |
ADP BROKER-DEALER3+ 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 | $9,441 | $63,314-85.1% | $91,004-89.6% | $62,293-84.8% |
| Participation rate | 77.9% | 73.3%+4.6pp | 75.6%+2.3pp | 69.5%+8.4pp |
| Annual return | 17.50% | 21.00%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,237 | $1,807-31.5% | $2,456-49.6% | $2,042-39.4% |
| Participant deferral / active EE | $1,788 | $2,944-39.2% | $3,548-49.6% | $3,169-43.6% |
| Admin fee / account holder | $47 | $468-90.0% | $5,417-99.1% | $479-90.3% |