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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 49 18586 MAIN STREET · HUNTINGTON BEACH, CA 92648 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,152 | $43,411-65.1% | $94,993-84.0% | $69,631-78.2% |
| Participation rate | 37.0% | 64.4%-27.4pp | 73.9%-36.9pp | 70.7%-33.7pp |
| Annual return | 101.65% | 22.54%+79.1pp | 27.14%+74.5pp | 27571.02%-27469.4pp |
| Employer contribution / active EE | $692 | $1,202-42.4% | $2,603-73.4% | $2,032-65.9% |
| Participant deferral / active EE | $1,981 | $2,384-16.9% | $3,317-40.3% | $3,224-38.5% |
| Admin fee / account holder | $11 | $87-87.3% | $4,960-99.8% | $110-90.0% |