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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $805 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC1 year Service code 49 1 CITY CENTER · PORTLAND, ME 04101 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $41,018 | $53,925-23.9% | $75,501-45.7% | $69,631-41.1% |
| Participation rate | 21.3% | 71.2%-49.9pp | 72.4%-51.0pp | 70.7%-49.4pp |
| Annual return | 18.99% | 17.84%+1.2pp | 27.35%-8.4pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $934 | $2,569-63.6% | $3,142-70.3% | $3,224-71.0% |
| Admin fee / account holder | $9 | $97-91.0% | $5,801-99.8% | $110-92.1% |