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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,044 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 1430 BLUE OAKS BLVD · ROSEVILLE, CA 95747 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,321 | $37,463-96.5% | $77,100-98.3% | $66,949-98.0% |
| Participation rate | 70.0% | 52.9%+17.1pp | 67.9%+2.1pp | 69.8%+0.2pp |
| Annual return | -22.69% | -3.25%-19.4pp | 42.35%-65.0pp | 1.57%-24.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $770 | $2,621-70.6% | $4,430-82.6% | $4,239-81.8% |
| Admin fee / account holder | $22 | $568-96.2% | $5,443-99.6% | $594-96.4% |