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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,446 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT1 year Filed as: AIG SECURITIES Service code 49 1245 W HUNTINGTON DRIVE STE 208 · ARCADIA, CA 91007 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,273 | $44,059-65.3% | $71,671-78.7% | $69,631-78.1% |
| Participation rate | 52.3% | 60.8%-8.5pp | 68.7%-16.5pp | 70.7%-18.4pp |
| Annual return | 16.36% | 21.97%-5.6pp | 20.65%-4.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $259 | $1,305-80.1% | $2,460-89.5% | $2,032-87.2% |
| Participant deferral / active EE | $1,309 | $2,370-44.7% | $3,438-61.9% | $3,224-59.4% |
| Admin fee / account holder | $50 | $108-53.8% | $5,558-99.1% | $110-55.0% |