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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $6,926 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $6,466 | $46,297-86.0% | $71,671-91.0% | $62,293-89.6% |
| Participation rate | 55.2% | 60.6%-5.5pp | 68.7%-13.6pp | 69.5%-14.3pp |
| Annual return | 27.88% | 22.32%+5.6pp | 20.65%+7.2pp | 28.90%-1.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,372 | $2,235-38.6% | $3,438-60.1% | $3,169-56.7% |
| Admin fee / account holder | $6 | $461-98.7% | $5,558-99.9% | $479-98.8% |