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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $26,246 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,623 | $80,753-54.6% | $136,298-73.1% | $62,293-41.2% |
| Participation rate | 84.3% | 73.5%+10.8pp | 81.9%+2.4pp | 69.5%+14.8pp |
| Annual return | 28.76% | 35.83%-7.1pp | 5156.27%-5127.5pp | 28.90%-0.1pp |
| Employer contribution / active EE | $3,908 | $2,884+35.5% | $4,696-16.8% | $2,042+91.4% |
| Participant deferral / active EE | $7,641 | $5,164+48.0% | $6,247+22.3% | $3,169+141.1% |
| Admin fee / account holder | $11 | $525-98.0% | $9,244-99.9% | $479-97.8% |