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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,561 |
ADP BROKER-DEALER4+ 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 | $9,080 | $55,790-83.7% | $76,823-88.2% | $67,579-86.6% |
| Participation rate | 88.6% | 71.1%+17.5pp | 72.1%+16.5pp | 71.3%+17.3pp |
| Annual return | 27.77% | 64.45%-36.7pp | 1166.42%-1138.7pp | 378.56%-350.8pp |
| Employer contribution / active EE | $686 | $1,810-62.1% | $2,302-70.2% | $2,148-68.1% |
| Participant deferral / active EE | $2,216 | $2,875-22.9% | $3,336-33.6% | $3,539-37.4% |
| Admin fee / account holder | $13 | $159-91.5% | $6,422-99.8% | $142-90.5% |