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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,852 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,485 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,284 | $44,103-58.5% | $75,826-75.9% | $64,173-71.5% |
| Participation rate | 87.7% | 62.7%+24.9pp | 68.2%+19.4pp | 69.6%+18.1pp |
| Annual return | -9.70% | -4.72%-5.0pp | 1914.15%-1923.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,990 | $1,446+37.6% | $1,913+4.0% | $2,381-16.4% |
| Participant deferral / active EE | $3,634 | $2,204+64.9% | $2,862+27.0% | $3,470+4.7% |
| Admin fee / account holder | $30 | $3,506-99.2% | $4,726-99.4% | $4,887-99.4% |