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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,244 |
FINANCIAL MANAGEMENT NETWORK2 years Filed as: FINANCIAL MANAGEMENT NETWORK, INC Service code 15 · EIN 33-0490707 | Recordkeeping | $11,193 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,046 | $54,245-85.2% | $93,727-91.4% | $77,762-89.7% |
| Participation rate | 73.8% | 63.9%+9.9pp | 68.7%+5.1pp | 70.6%+3.2pp |
| Annual return | 16.38% | 30.58%-14.2pp | 133.83%-117.5pp | 31.27%-14.9pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,749 | $3,144-12.5% | $4,417-37.8% | $4,651-40.9% |
| Admin fee / account holder | $147 | $575-74.5% | $8,292-98.2% | $433-66.1% |