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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,110 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $30,628 | $48,053-36.3% | $84,637-63.8% | $72,976-58.0% |
| Participation rate | 85.7% | 57.6%+28.1pp | 68.2%+17.5pp | 69.5%+16.2pp |
| Annual return | 28.26% | 37.39%-9.1pp | 258.82%-230.6pp | 81.02%-52.8pp |
| Employer contribution / active EE | $3,055 | $1,602+90.7% | $2,653+15.2% | $2,440+25.2% |
| Participant deferral / active EE | $5,205 | $2,681+94.2% | $3,900+33.4% | $3,608+44.3% |
| Admin fee / account holder | $34 | $3,395-99.0% | $4,914-99.3% | $5,124-99.3% |