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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,823 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,650 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,178 | $75,183-81.1% | $123,894-88.6% | $55,167-74.3% |
| Participation rate | 81.0% | 72.8%+8.2pp | 81.4%-0.4pp | 69.0%+12.0pp |
| Annual return | 8.81% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,098 | $2,823-61.1% | $4,617-76.2% | $1,963-44.0% |
| Participant deferral / active EE | $3,880 | $5,084-23.7% | $5,984-35.2% | $3,054+27.0% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |