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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,836 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,503 | $58,093-2.7% | $80,022-29.4% | $56,289+0.4% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.3pp | 69.9%+29.2pp |
| Annual return | -1.85% | 34.63%-36.5pp | 11.22%-13.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $2,667 | $1,933+38.0% | $2,468+8.1% | $2,111+26.3% |
| Participant deferral / active EE | $4,323 | $3,136+37.9% | $3,686+17.3% | $3,350+29.0% |
| Admin fee / account holder | $132 | $623-78.8% | $6,521-98.0% | $521-74.7% |