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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1+ years 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 | $2,604 | $46,072-94.3% | $69,779-96.3% | $55,167-95.3% |
| Participation rate | 81.4% | 67.5%+13.9pp | 71.8%+9.6pp | 69.0%+12.4pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $534 | $1,500-64.4% | $2,338-77.2% | $1,963-72.8% |
| Participant deferral / active EE | $1,575 | $2,344-32.8% | $2,931-46.2% | $3,054-48.4% |
| Admin fee / account holder | $3 | $428-99.4% | $4,381-99.9% | $504-99.5% |