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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,236 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MONEY CONCEPTS CAPITAL CORP3 years Service code 49 308 W IRVING PARK RD · ITASCA, IL 60143 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,518 | $47,180-60.7% | $149,723-87.6% | $74,473-75.1% |
| Participation rate | 10.4% | 63.4%-53.0pp | 78.8%-68.4pp | 70.7%-60.4pp |
| Annual return | 14.42% | 22.75%-8.3pp | 134.50%-120.1pp | 34.36%-19.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $620 | $2,730-77.3% | $5,682-89.1% | $4,530-86.3% |
| Admin fee / account holder | $130 | $343-62.0% | $13,215-99.0% | $347-62.5% |