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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,675 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1954 GREENSPRING DRIVE SUITE 200 · TIMONIUM, MD 21093 | 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).
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 | $9,861 | $51,466-80.8% | $78,778-87.5% | $62,293-84.2% |
| Participation rate | 97.4% | 59.8%+37.6pp | 69.2%+28.2pp | 69.5%+27.8pp |
| Annual return | 12.58% | 19.96%-7.4pp | 35.62%-23.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,005 | $2,147-6.6% | $2,958-32.2% | $3,169-36.7% |
| Admin fee / account holder | $8 | $489-98.4% | $5,134-99.8% | $479-98.4% |