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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,204 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $8,354 | $66,319-87.4% | $93,621-91.1% | $65,186-87.2% |
| Participation rate | 37.3% | 74.0%-36.7pp | 75.8%-38.6pp | 70.2%-32.9pp |
| Annual return | 18.59% | 42.59%-24.0pp | 32.76%-14.2pp | 29.39%-10.8pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $717 | $3,343-78.6% | $4,070-82.4% | $3,514-79.6% |
| Admin fee / account holder | $121 | $6,900-98.2% | $7,890-98.5% | $847-85.7% |