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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,274 |
ADP BROKER-DEALER5+ 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 | $11,250 | $61,473-81.7% | $81,716-86.2% | $73,412-84.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 72.0%+16.5pp | 72.2%+16.3pp |
| Annual return | 21.24% | 28.26%-7.0pp | 29.49%-8.3pp | 59.30%-38.1pp |
| Employer contribution / active EE | $725 | $1,898-61.8% | $4,310-83.2% | $2,234-67.6% |
| Participant deferral / active EE | $2,406 | $3,080-21.9% | $7,108-66.2% | $3,806-36.8% |
| Admin fee / account holder | $23 | $125-81.4% | $5,159-99.5% | $158-85.2% |