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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Service code 15 · EIN 30-0840934 | Recordkeeping | $10,500 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,266 | $39,948-26.7% | $89,435-67.3% | $73,412-60.1% |
| Participation rate | 52.5% | 50.4%+2.1pp | 68.0%-15.5pp | 72.2%-19.6pp |
| Annual return | 14.83% | 50.12%-35.3pp | 245.55%-230.7pp | 59.30%-44.5pp |
| Employer contribution / active EE | $1,205 | $1,200+0.4% | $2,587-53.4% | $2,234-46.1% |
| Participant deferral / active EE | $2,341 | $2,193+6.8% | $3,890-39.8% | $3,806-38.5% |
| Admin fee / account holder | $76 | $134-43.5% | $4,884-98.4% | $158-52.0% |