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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,854 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MONEYCONCEPTS5+ years Service code 49 11440 NORTH JOG ROAD · PLAM BEACH GARDENS, FL 33418 | Other Services | $0 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,494 | $62,928-75.4% | $172,753-91.0% | $67,582-77.1% |
| Participation rate | 9.7% | 64.5%-54.8pp | 82.6%-72.9pp | 71.3%-61.6pp |
| Annual return | 20.44% | 30.36%-9.9pp | 803.00%-782.6pp | 378.57%-358.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $455 | $2,145-78.8% | $5,198-91.2% | $3,539-87.2% |
| Admin fee / account holder | $59 | $167-64.5% | $13,956-99.6% | $142-58.4% |