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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,488 |
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).
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 | $34,335 | $99,957-65.7% | $149,730-77.1% | $73,493-53.3% |
| Participation rate | 81.8% | 75.7%+6.1pp | 82.5%-0.7pp | 70.7%+11.1pp |
| Annual return | 23.96% | 53.87%-29.9pp | 276.70%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $4,471 | $3,191+40.1% | $4,645-3.8% | $2,270+96.9% |
| Participant deferral / active EE | $7,977 | $6,073+31.4% | $6,843+16.6% | $3,740+113.3% |
| Admin fee / account holder | $11 | $551-98.0% | $9,310-99.9% | $513-97.8% |