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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $60,620 |
KIMBERLIN COMPANY, PLLC1+ years Service code 15 · EIN 45-5497718 | Recordkeeping | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,680 | $53,925-93.2% | $75,501-95.1% | $69,631-94.7% |
| Participation rate | 44.4% | 71.2%-26.8pp | 72.4%-28.0pp | 70.7%-26.3pp |
| Annual return | 17.22% | 17.84%-0.6pp | 27.35%-10.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $517 | $1,802-71.3% | $2,352-78.0% | $2,032-74.6% |
| Participant deferral / active EE | $679 | $2,569-73.6% | $3,142-78.4% | $3,224-78.9% |
| Admin fee / account holder | $171 | $97+76.2% | $5,801-97.1% | $110+54.9% |