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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $19,732 | $80,177-75.4% | $123,894-84.1% | $57,658-65.8% |
| Participation rate | 89.8% | 74.4%+15.3pp | 81.4%+8.4pp | 70.2%+19.6pp |
| Annual return | 43.80% | 17.90%+25.9pp | 47.52%-3.7pp | 5.13%+38.7pp |
| Employer contribution / active EE | $2,494 | $2,913-14.4% | $4,617-46.0% | $1,974+26.3% |
| Participant deferral / active EE | $6,147 | $5,130+19.8% | $5,984+2.7% | $3,061+100.8% |
| Admin fee / account holder | $5 | $106-95.0% | $8,357-99.9% | $95-94.4% |