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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES Service code 49 ALLAN CTR 500 DALLAS ST · HOUSTON, TX 77002 | 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).
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 | $39,228 | $67,602-42.0% | $82,312-52.3% | $70,126-44.1% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 19.89% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,147 | $2,987-28.1% | $3,706-42.1% | $3,332-35.6% |
| Admin fee / account holder | $14 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |