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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: VOYA FINANCIAL ADVISORS Service code 49 185 ASYLUM STREET · HARTFORD, CT 06103 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,053 | $60,165-31.8% | $74,184-44.7% | $55,167-25.6% |
| Participation rate | 49.7% | 74.2%-24.5pp | 76.6%-26.9pp | 69.0%-19.3pp |
| Annual return | 8.84% | 10.00%-1.2pp | 17.74%-8.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,420 | $1,600-11.2% | $2,370-40.1% | $1,963-27.6% |
| Participant deferral / active EE | $2,584 | $2,973-13.1% | $3,550-27.2% | $3,054-15.4% |
| Admin fee / account holder | $18 | $419-95.7% | $5,586-99.7% | $504-96.4% |