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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
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 | $2,403 | $23,224-89.7% | $71,086-96.6% | $55,725-95.7% |
| Participation rate | 87.1% | 37.9%+49.2pp | 54.7%+32.5pp | 70.9%+16.3pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,181 | $436+170.7% | $1,088+8.6% | $2,078-43.2% |
| Participant deferral / active EE | $1,651 | $929+77.7% | $1,874-11.9% | $3,356-50.8% |
| Admin fee / account holder | $3 | $118-97.9% | $3,082-99.9% | $115-97.8% |