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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,029 |
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 | $5,322 | $98,766-94.6% | $149,730-96.4% | $79,852-93.3% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.6pp |
| Annual return | 25.24% | 27.43%-2.2pp | 276.70%-251.5pp | 31.72%-6.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,370 | $5,681-23.1% | $6,843-36.1% | $3,740+16.8% |
| Admin fee / account holder | $10 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |