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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.1 year Service code 15 · EIN 95-4323351 | Recordkeeping | $7,213 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,520 | $91,198-72.0% | $178,503-85.7% | $79,856-68.0% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.7pp | 69.6%-24.4pp |
| Annual return | 15.14% | 24.20%-9.1pp | 151.12%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $963 | $3,257-70.4% | $5,011-80.8% | $2,471-61.0% |
| Participant deferral / active EE | $2,082 | $3,237-35.7% | $5,202-60.0% | $3,741-44.3% |
| Admin fee / account holder | $125 | $6,748-98.1% | $13,987-99.1% | $5,306-97.6% |