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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,382 |
401K GENERATION2 years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $22,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,489 | $60,261-27.8% | $81,783-46.8% | $74,546-41.7% |
| Participation rate | 95.7% | 62.9%+32.8pp | 72.4%+23.4pp | 67.2%+28.5pp |
| Annual return | 38.28% | 16.88%+21.4pp | 775.05%-736.8pp | 1366.03%-1327.8pp |
| Employer contribution / active EE | $5,370 | $2,622+104.8% | $2,913+84.4% | $2,624+104.6% |
| Participant deferral / active EE | $7,095 | $3,388+109.4% | $4,320+64.2% | $4,347+63.2% |
| Admin fee / account holder | $431 | $1,482-70.9% | $7,380-94.2% | $1,944-77.8% |