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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,330 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,737 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,573 | $76,367-58.7% | $93,614-66.3% | $72,983-56.7% |
| Participation rate | 57.3% | 71.7%-14.4pp | 75.8%-18.5pp | 69.5%-12.2pp |
| Annual return | 22.77% | 25.82%-3.0pp | 32.76%-10.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $724 | $2,275-68.2% | $2,718-73.4% | $2,440-70.3% |
| Participant deferral / active EE | $1,663 | $3,538-53.0% | $4,069-59.1% | $3,608-53.9% |
| Admin fee / account holder | $29 | $6,838-99.6% | $7,889-99.6% | $5,124-99.4% |