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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,326 |
ADVISORS' PRIDE INC.1 year Service code 15 · EIN 39-1689208 | Recordkeeping | $5,927 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $9,692 | $35,123-72.4% | $93,406-89.6% | $73,412-86.8% |
| Participation rate | 91.1% | 68.3%+22.8pp | 66.8%+24.3pp | 72.2%+18.9pp |
| Annual return | 13.52% | 18.89%-5.4pp | 78.05%-64.5pp | 59.30%-45.8pp |
| Employer contribution / active EE | $597 | $1,247-52.2% | $2,075-71.2% | $2,234-73.3% |
| Participant deferral / active EE | $1,724 | $2,249-23.4% | $3,126-44.8% | $3,806-54.7% |
| Admin fee / account holder | $123 | $108+13.5% | $5,230-97.7% | $158-22.3% |