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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,715 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,005 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KALL ACCOUNTANCY CORPORATION Service code 10 100 NORTH CITRUS STREET · WEST COVINA, CA 91791 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,381 | $54,717-60.9% | $86,216-75.2% | $71,511-70.1% |
| Participation rate | 60.2% | 60.1%+0.1pp | 69.0%-8.8pp | 67.9%-7.7pp |
| Annual return | 26.44% | 20.07%+6.4pp | 1169.42%-1143.0pp | 28.86%-2.4pp |
| Employer contribution / active EE | $192 | $1,267-84.8% | $2,382-91.9% | $2,589-92.6% |
| Participant deferral / active EE | $2,106 | $3,110-32.3% | $3,986-47.2% | $4,291-50.9% |
| Admin fee / account holder | $145 | $1,922-92.4% | $6,853-97.9% | $1,588-90.9% |