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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,763 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 200 NORTH SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $11,389 | $46,297-75.4% | $71,671-84.1% | $62,293-81.7% |
| Participation rate | 83.8% | 60.6%+23.1pp | 68.7%+15.0pp | 69.5%+14.3pp |
| Annual return | 22.55% | 22.32%+0.2pp | 20.65%+1.9pp | 28.90%-6.4pp |
| Employer contribution / active EE | $207 | $1,412-85.3% | $2,460-91.6% | $2,042-89.8% |
| Participant deferral / active EE | $1,943 | $2,235-13.1% | $3,438-43.5% | $3,169-38.7% |
| Admin fee / account holder | $68 | $461-85.2% | $5,558-98.8% | $479-85.8% |