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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 6200 ROCKSIDE RD · CLEVELAND, OH 44131 | 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 | $5,067 | $50,898-90.0% | $171,082-97.0% | $55,167-90.8% |
| Participation rate | 99.5% | 63.3%+36.3pp | 76.7%+22.8pp | 69.0%+30.5pp |
| Annual return | 14.26% | 15.34%-1.1pp | 32.56%-18.3pp | 169.23%-155.0pp |
| Employer contribution / active EE | $1,367 | $1,433-4.6% | $4,002-65.8% | $1,963-30.3% |
| Participant deferral / active EE | $1,283 | $2,994-57.2% | $4,797-73.3% | $3,054-58.0% |
| Admin fee / account holder | $7 | $500-98.7% | $8,520-99.9% | $504-98.7% |