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| Provider | Service type | Compensation |
|---|---|---|
HKG LLP1 year Service code 10 · EIN 95-4552788 | Accounting | $8,500 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $475 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
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 | $66,573 | $40,522+64.3% | $84,628-21.3% | $67,579-1.5% |
| Participation rate | 9.2% | 51.1%-41.9pp | 68.2%-59.1pp | 71.3%-62.1pp |
| Annual return | 27.84% | 32.72%-4.9pp | 258.80%-231.0pp | 378.56%-350.7pp |
| Employer contribution / active EE | $207 | $1,146-81.9% | $2,653-92.2% | $2,148-90.4% |
| Participant deferral / active EE | $434 | $2,132-79.6% | $3,900-88.9% | $3,539-87.7% |
| Admin fee / account holder | $6 | $145-96.0% | $4,914-99.9% | $142-95.9% |