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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,626 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,214 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,620 | $46,732-10.9% | $156,551-73.4% | $55,167-24.6% |
| Participation rate | 33.1% | 65.8%-32.7pp | 84.0%-50.9pp | 69.0%-35.9pp |
| Annual return | 5.81% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $254 | $2,105-88.0% | $5,501-95.4% | $1,963-87.1% |
| Participant deferral / active EE | $1,499 | $2,204-32.0% | $4,871-69.2% | $3,054-50.9% |
| Admin fee / account holder | $11 | $418-97.5% | $13,028-99.9% | $504-97.9% |