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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,001 |
Filed as: HUMAN INTEREST Service code 49 · EIN 47-4307706 | Other Services | $847 |
ADP BROKER-DEALER10+ years Service code 59 | Shareholder Servicing | $0 |
PROSPERA FINANCIAL SERVICES2 years Service code 49 1370 BRIAR CREEK RD · CHARLOTTE, NC 28205 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,790 | $55,470-87.8% | $155,556-95.6% | $74,478-90.9% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 6.91% | 269.80%-262.9pp | 64.84%-57.9pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $835 | $2,267-63.2% | $4,675-82.1% | $2,626-68.2% |
| Participant deferral / active EE | $1,009 | $2,838-64.4% | $5,631-82.1% | $4,350-76.8% |
| Admin fee / account holder | $195 | $1,744-88.8% | $15,885-98.8% | $1,946-90.0% |