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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,489 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,727 |
ADP BROKER-DEALER1 year 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 | $20,973 | $72,554-71.1% | $138,135-84.8% | $73,497-71.5% |
| Participation rate | 96.4% | 74.8%+21.6pp | 78.7%+17.7pp | 70.7%+25.7pp |
| Annual return | 21.41% | 17.50%+3.9pp | 20.51%+0.9pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,118 | $3,511-39.7% | $5,587-62.1% | $2,270-6.7% |
| Participant deferral / active EE | $5,516 | $4,908+12.4% | $6,431-14.2% | $3,740+47.5% |
| Admin fee / account holder | $82 | $464-82.3% | $11,856-99.3% | $513-84.0% |