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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 2913 S PULLMAN ST · SANTA ANA, CA 92705 | 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.
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 | $41,925 | $48,576-13.7% | $169,452-75.3% | $56,289-25.5% |
| Participation rate | 67.6% | 65.8%+1.7pp | 77.8%-10.2pp | 69.9%-2.3pp |
| Annual return | -7.69% | -2.51%-5.2pp | 1.83%-9.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,465 | $1,559-6.0% | $4,157-64.8% | $2,111-30.6% |
| Participant deferral / active EE | $3,613 | $3,275+10.3% | $5,277-31.5% | $3,350+7.9% |
| Admin fee / account holder | $20 | $435-95.5% | $9,110-99.8% | $521-96.2% |