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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2 years Service code 15 · EIN 22-1478099 | Recordkeeping | $38,700 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,820 | $75,388-77.7% | $123,552-86.4% | $55,725-69.8% |
| Participation rate | 72.8% | 75.7%-2.8pp | 82.3%-9.5pp | 70.9%+2.0pp |
| Annual return | -8.36% | 4.48%-12.8pp | 119.20%-127.6pp | 244.93%-253.3pp |
| Employer contribution / active EE | $1,393 | $3,063-54.5% | $4,628-69.9% | $2,078-33.0% |
| Participant deferral / active EE | $5,397 | $5,651-4.5% | $6,426-16.0% | $3,356+60.8% |
| Admin fee / account holder | $172 | $120+43.2% | $9,285-98.2% | $115+48.9% |