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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,653 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
L M KOHN & COMPANY1 year Filed as: L.M. KOHN & 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.
Annual investment return 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).
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 | $10,926 | $47,977-77.2% | $154,111-92.9% | $56,287-80.6% |
| Participation rate | 39.1% | 66.2%-27.1pp | 83.0%-44.0pp | 69.9%-30.8pp |
| Annual return | -15.68% | 3.54%-19.2pp | 735.18%-750.9pp | -9.96%-5.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,204 | $2,392-7.8% | $5,081-56.6% | $3,350-34.2% |
| Admin fee / account holder | $17 | $438-96.2% | $13,411-99.9% | $521-96.8% |