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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $6,096 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $375 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,542 | $25,302-42.5% | $74,722-80.5% | $67,579-78.5% |
| Participation rate | 7.8% | 37.8%-30.1pp | 54.5%-46.7pp | 71.3%-63.5pp |
| Annual return | 27.48% | 10291.17%-10263.7pp | 753.11%-725.6pp | 378.56%-351.1pp |
| Employer contribution / active EE | $132 | $446-70.4% | $1,084-87.8% | $2,148-93.9% |
| Participant deferral / active EE | $226 | $954-76.3% | $1,963-88.5% | $3,539-93.6% |
| Admin fee / account holder | $8 | $108-92.6% | $3,335-99.8% | $142-94.4% |