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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,695 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT2 years 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.
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 | $15,322 | $41,467-63.0% | $67,313-77.2% | $55,725-72.5% |
| Participation rate | 48.7% | 62.5%-13.8pp | 69.1%-20.4pp | 70.9%-22.2pp |
| Annual return | -6.91% | 0.82%-7.7pp | -4.08%-2.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $272 | $1,316-79.3% | $2,566-89.4% | $2,078-86.9% |
| Participant deferral / active EE | $1,339 | $2,399-44.2% | $3,568-62.5% | $3,356-60.1% |
| Admin fee / account holder | $59 | $102-41.8% | $4,507-98.7% | $115-48.5% |