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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,719 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $11,520 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $9,639 | $69,305-86.1% | $82,312-88.3% | $69,631-86.2% |
| Participation rate | 90.5% | 80.3%+10.3pp | 76.9%+13.6pp | 70.7%+19.8pp |
| Annual return | 26.38% | 21.47%+4.9pp | 25.88%+0.5pp | 27571.02%-27544.6pp |
| Employer contribution / active EE | $654 | $1,887-65.3% | $2,428-73.1% | $2,032-67.8% |
| Participant deferral / active EE | $1,764 | $3,568-50.6% | $3,706-52.4% | $3,224-45.3% |
| Admin fee / account holder | $71 | $97-27.3% | $5,608-98.7% | $110-36.0% |