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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $15,442 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 | $11,770 | $74,089-84.1% | $133,975-91.2% | $55,167-78.7% |
| Participation rate | 71.8% | 84.3%-12.5pp | 87.1%-15.3pp | 69.0%+2.8pp |
| Annual return | 8.08% | 12.11%-4.0pp | 29.29%-21.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,373 | $4,678-49.3% | $6,282-62.2% | $3,054-22.3% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |