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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4 years Service code 15 · EIN 30-0840934 | Recordkeeping | $11,500 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,118 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,846 | $41,647-33.1% | $96,161-71.0% | $86,813-67.9% |
| Participation rate | 50.0% | 50.3%-0.3pp | 68.4%-18.4pp | 72.3%-22.3pp |
| Annual return | 16.54% | 27.24%-10.7pp | 192.01%-175.5pp | 97.93%-81.4pp |
| Employer contribution / active EE | $1,100 | $1,328-17.2% | $2,798-60.7% | $2,406-54.3% |
| Participant deferral / active EE | $2,200 | $2,412-8.8% | $4,349-49.4% | $4,131-46.8% |
| Admin fee / account holder | $56 | $169-67.0% | $5,538-99.0% | $170-67.1% |