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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SACKETT WEALTH ADVISORS, INC. Service code 15 · EIN 82-3055547 | Recordkeeping | $6,304 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,565 | $81,494-52.7% | $133,978-71.2% | $73,497-47.5% |
| Participation rate | 50.6% | 76.4%-25.8pp | 79.8%-29.3pp | 70.7%-20.1pp |
| Annual return | 3.95% | 19.40%-15.5pp | 45.10%-41.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $1,303 | $2,210-41.0% | $3,919-66.8% | $2,270-42.6% |
| Participant deferral / active EE | $2,480 | $3,787-34.5% | $5,047-50.9% | $3,740-33.7% |
| Admin fee / account holder | $320 | $713-55.1% | $8,930-96.4% | $513-37.6% |