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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,840 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES INC Service code 49 8850 BOEDEKER · DALLAS, TX 75225 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,494 | $58,093-76.8% | $80,022-83.1% | $56,287-76.0% |
| Participation rate | 61.0% | 73.6%-12.7pp | 75.8%-14.9pp | 69.9%-8.9pp |
| Annual return | -11.47% | 34.63%-46.1pp | 11.22%-22.7pp | -9.96%-1.5pp |
| Employer contribution / active EE | $1,070 | $1,933-44.6% | $2,468-56.6% | $2,111-49.3% |
| Participant deferral / active EE | $1,747 | $3,136-44.3% | $3,686-52.6% | $3,350-47.8% |
| Admin fee / account holder | $29 | $623-95.4% | $6,521-99.6% | $521-94.5% |