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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,532 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT1 year Filed as: AIG SECURITIES Service code 49 2110 HORSESHOE LANE · LONGVIEW, TX 75605 | 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.
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 | $6,433 | $85,135-92.4% | $98,920-93.5% | $73,412-91.2% |
| Participation rate | 11.1% | 81.1%-70.0pp | 76.0%-64.9pp | 72.2%-61.0pp |
| Annual return | 21.32% | 19.14%+2.2pp | 196.47%-175.2pp | 59.30%-38.0pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $319 | $4,349-92.7% | $4,245-92.5% | $3,806-91.6% |
| Admin fee / account holder | $92 | $139-34.0% | $6,643-98.6% | $158-41.8% |