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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,685 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $14,953 | $89,652-83.3% | $141,191-89.4% | $65,185-77.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.5%+0.9pp | 70.2%+13.1pp |
| Annual return | 32.70% | 32.79%-0.1pp | 71.41%-38.7pp | 29.38%+3.3pp |
| Employer contribution / active EE | $1,576 | $3,065-48.6% | $4,736-66.7% | $2,177-27.6% |
| Participant deferral / active EE | $3,958 | $5,691-30.5% | $6,710-41.0% | $3,514+12.6% |
| Admin fee / account holder | $37 | $569-93.5% | $10,264-99.6% | $847-95.6% |