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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 5151 SAN FELIPE SUITE 2100 · HOUSTON, TX 77056 | 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).
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 | $50,094 | $51,466-2.7% | $78,778-36.4% | $62,293-19.6% |
| Participation rate | 54.3% | 59.8%-5.5pp | 69.2%-14.9pp | 69.5%-15.2pp |
| Annual return | 15.12% | 19.96%-4.8pp | 35.62%-20.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $340 | $827-59.0% | $1,986-82.9% | $2,042-83.4% |
| Participant deferral / active EE | $2,651 | $2,147+23.5% | $2,958-10.4% | $3,169-16.3% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.5% |