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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,151 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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).
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 | $49,750 | $91,559-45.7% | $133,971-62.9% | $79,852-37.7% |
| Participation rate | 42.7% | 73.3%-30.7pp | 79.8%-37.2pp | 69.6%-27.0pp |
| Annual return | 9.69% | 61.85%-52.2pp | 45.09%-35.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $809 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $1,853 | $3,734-50.4% | $5,047-63.3% | $3,740-50.4% |
| Admin fee / account holder | $24 | $6,321-99.6% | $8,929-99.7% | $5,306-99.6% |