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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,644 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,662 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,215 | $59,267-77.7% | $96,575-86.3% | $79,393-83.4% |
| Participation rate | 92.4% | 61.9%+30.5pp | 69.8%+22.5pp | 70.7%+21.6pp |
| Annual return | 13.87% | 27.08%-13.2pp | 37.79%-23.9pp | 116.87%-103.0pp |
| Employer contribution / active EE | $505 | $1,216-58.4% | $2,357-78.6% | $2,428-79.2% |
| Participant deferral / active EE | $4,199 | $2,947+42.5% | $3,849+9.1% | $4,046+3.8% |
| Admin fee / account holder | $41 | $659-93.8% | $6,182-99.3% | $627-93.4% |