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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,014 |
ADP BROKER-DEALER1 year 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).
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 | $2,431 | $25,165-90.3% | $73,550-96.7% | $77,958-96.9% |
| Participation rate | 75.4% | 36.6%+38.8pp | 54.9%+20.4pp | 71.6%+3.7pp |
| Annual return | 27.45% | 18.12%+9.3pp | -15.16%+42.6pp | 20.87%+6.6pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $869 | $898-3.2% | $1,804-51.8% | $3,537-75.4% |
| Admin fee / account holder | $9 | $76-88.1% | $2,320-99.6% | $97-90.7% |