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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 15 · EIN 22-1478099 | Recordkeeping | $19,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $17,734 | $80,753-78.0% | $136,298-87.0% | $62,293-71.5% |
| Participation rate | 69.4% | 73.5%-4.1pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 27.50% | 35.83%-8.3pp | 5156.27%-5128.8pp | 28.90%-1.4pp |
| Employer contribution / active EE | $1,249 | $2,884-56.7% | $4,696-73.4% | $2,042-38.8% |
| Participant deferral / active EE | $4,483 | $5,164-13.2% | $6,247-28.2% | $3,169+41.4% |
| Admin fee / account holder | $119 | $525-77.3% | $9,244-98.7% | $479-75.1% |