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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,185 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
L M KOHN & COMPANY1 year Filed as: L.M. KOHN AND COMPANY INC Service code 49 171 LONDONDERRY TURNPIKE · HOOKSETT, NH 03106 | 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).
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 | $13,419 | $46,173-70.9% | $170,435-92.1% | $69,631-80.7% |
| Participation rate | 15.7% | 63.9%-48.2pp | 83.6%-67.9pp | 70.7%-55.0pp |
| Annual return | 47.42% | 21.62%+25.8pp | 205.94%-158.5pp | 27571.02%-27523.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $860 | $2,080-58.7% | $4,939-82.6% | $3,224-73.3% |
| Admin fee / account holder | $19 | $116-83.8% | $13,881-99.9% | $110-83.0% |