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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,100 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SIGNATOR INVESTORS Service code 49 4801 S UNIVERSITY DR · DAVIE, FL 33328 | 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 | $13,864 | $55,453-75.0% | $170,435-91.9% | $62,293-77.7% |
| Participation rate | 42.3% | 66.4%-24.0pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 19.73% | 21.38%-1.7pp | 205.94%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $353 | $2,164-83.7% | $5,432-93.5% | $2,042-82.7% |
| Participant deferral / active EE | $1,900 | $2,303-17.5% | $4,939-61.5% | $3,169-40.1% |
| Admin fee / account holder | $36 | $455-92.0% | $13,881-99.7% | $479-92.4% |