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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $5,022 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $885 |
ADP BROKER-DEALER3 years Service code 49 | Other Services | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,197 | $43,133-11.4% | $89,435-57.3% | $73,497-48.0% |
| Participation rate | 59.7% | 55.0%+4.7pp | 68.0%-8.3pp | 70.7%-11.0pp |
| Annual return | 10.54% | 135.66%-125.1pp | 245.55%-235.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,830 | $1,438+27.3% | $2,587-29.3% | $2,270-19.4% |
| Participant deferral / active EE | $6,492 | $2,445+165.6% | $3,890+66.9% | $3,740+73.6% |
| Admin fee / account holder | $71 | $444-84.0% | $4,884-98.5% | $513-86.1% |