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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,170 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,195 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
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 | $14,169 | $89,739-84.2% | $149,716-90.5% | $62,293-77.3% |
| Participation rate | 75.2% | 85.1%-9.9pp | 87.1%-11.8pp | 69.5%+5.7pp |
| Annual return | 17.69% | 21.01%-3.3pp | 1501.67%-1484.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $8 | $3,233-99.7% | $5,444-99.8% | $2,042-99.6% |
| Participant deferral / active EE | $3,003 | $4,797-37.4% | $6,568-54.3% | $3,169-5.2% |
| Admin fee / account holder | $7 | $551-98.8% | $11,282-99.9% | $479-98.6% |