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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,070 |
VISION ASSET MANAGEMENT2 years Filed as: VISION ASSET MANAGEMENT LLC Service code 15 · EIN 45-5104591 | Recordkeeping | $11,760 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,801 | $49,451-33.7% | $79,576-58.8% | $66,930-51.0% |
| Participation rate | 46.1% | 61.3%-15.3pp | 69.5%-23.4pp | 69.8%-23.8pp |
| Annual return | -6.47% | 84.25%-90.7pp | 0.15%-6.6pp | 1.57%-8.0pp |
| Employer contribution / active EE | $1,121 | $1,266-11.4% | $2,413-53.5% | $2,545-55.9% |
| Participant deferral / active EE | $2,693 | $3,159-14.7% | $3,985-32.4% | $4,238-36.4% |
| Admin fee / account holder | $298 | $595-49.9% | $6,834-95.6% | $593-49.8% |