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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $21,526 |
MAH & ASSOCIATES, LLP1+ years Filed as: MAH & ASSOCIATES LLP Service code 15 · EIN 94-3342694 | Recordkeeping | $17,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,098 | $41,854+29.3% | $73,836-26.7% | $52,331+3.4% |
| Participation rate | 40.7% | 66.2%-25.5pp | 73.4%-32.7pp | 68.1%-27.4pp |
| Annual return | -3.10% | 2.11%-5.2pp | 2268.06%-2271.2pp | 4.54%-7.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,822 | $2,498+53.0% | $3,583+6.7% | $3,022+26.5% |
| Admin fee / account holder | $215 | $493-56.4% | $4,882-95.6% | $592-63.7% |