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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $11,072 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,655 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $19,574 | $59,186-66.9% | $76,768-74.5% | $56,287-65.2% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -6.00% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $259 | $1,759-85.3% | $2,485-89.6% | $2,111-87.7% |
| Participant deferral / active EE | $3,721 | $3,255+14.3% | $3,852-3.4% | $3,350+11.1% |
| Admin fee / account holder | $94 | $489-80.8% | $6,675-98.6% | $521-82.0% |