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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,619 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,040 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $4,758 | $64,286-92.6% | $90,970-94.8% | $73,412-93.5% |
| Participation rate | 87.7% | 63.6%+24.1pp | 69.0%+18.7pp | 72.2%+15.5pp |
| Annual return | 19.78% | 21.46%-1.7pp | 134.60%-114.8pp | 59.30%-39.5pp |
| Employer contribution / active EE | $201 | $895-77.6% | $2,122-90.5% | $2,234-91.0% |
| Participant deferral / active EE | $1,972 | $2,453-19.6% | $3,373-41.5% | $3,806-48.2% |
| Admin fee / account holder | $7 | $287-97.5% | $5,961-99.9% | $158-95.5% |