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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC1+ years Filed as: KOVACK SECURITIES, INC Service code 49 2233 NW 41ST STREET · GAINESVILLE, FL 32606 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,469 | $22,714+16.5% | $59,496-55.5% | $55,191-52.0% |
| Participation rate | 25.5% | 37.5%-12.0pp | 54.6%-29.1pp | 69.2%-43.7pp |
| Annual return | -1.22% | -44.01%+42.8pp | 182.05%-183.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $164 | $418-60.8% | $1,153-85.8% | $1,899-91.4% |
| Participant deferral / active EE | $657 | $843-22.1% | $1,829-64.1% | $3,046-78.4% |
| Admin fee / account holder | $19 | $83-77.2% | $2,232-99.1% | $91-79.1% |