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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,460 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $6,234 |
SLC MANAGEMENT3+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 58 · EIN 86-0198983 | Other fees; Product termination fees ... | $5,525 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $55,491 | $46,297+19.9% | $71,671-22.6% | $62,293-10.9% |
| Participation rate | 29.9% | 60.6%-30.7pp | 68.7%-38.8pp | 69.5%-39.6pp |
| Annual return | 16.29% | 22.32%-6.0pp | 20.65%-4.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $630 | $1,412-55.4% | $2,460-74.4% | $2,042-69.1% |
| Participant deferral / active EE | $1,485 | $2,235-33.6% | $3,438-56.8% | $3,169-53.2% |
| Admin fee / account holder | $254 | $461-44.9% | $5,558-95.4% | $479-47.1% |