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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,315 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $5,493 | $76,401-92.8% | $106,387-94.8% | $64,181-91.4% |
| Participation rate | 84.0% | 73.5%+10.5pp | 77.5%+6.5pp | 69.6%+14.4pp |
| Annual return | 12.21% | -2.19%+14.4pp | 0.25%+12.0pp | 7.63%+4.6pp |
| Employer contribution / active EE | $3,102 | $2,680+15.7% | $3,520-11.9% | $2,381+30.3% |
| Participant deferral / active EE | $5,124 | $4,274+19.9% | $5,421-5.5% | $3,470+47.7% |
| Admin fee / account holder | $17 | $4,610-99.6% | $7,510-99.8% | $4,887-99.7% |