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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,279 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,675 |
ADP BROKER-DEALER7+ 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 | $11,807 | $49,451-76.1% | $79,580-85.2% | $66,938-82.4% |
| Participation rate | 83.2% | 61.3%+21.9pp | 69.5%+13.8pp | 69.8%+13.4pp |
| Annual return | -17.80% | 84.25%-102.1pp | 0.15%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $537 | $1,266-57.5% | $2,413-77.7% | $2,545-78.9% |
| Participant deferral / active EE | $4,776 | $3,159+51.2% | $3,985+19.8% | $4,238+12.7% |
| Admin fee / account holder | $46 | $595-92.2% | $6,835-99.3% | $594-92.2% |