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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC2 years Service code 15 · EIN 47-2483769 | Recordkeeping | $22,455 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,785 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,057 | $50,902-68.5% | $155,534-89.7% | $77,736-79.3% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.6pp |
| Annual return | 29.68% | 34.85%-5.2pp | 64.92%-35.2pp | 31.26%-1.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,749 | $2,824+32.8% | $5,630-33.4% | $4,651-19.4% |
| Admin fee / account holder | $78 | $437-82.3% | $15,900-99.5% | $433-82.1% |