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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,798 |
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 | $27,008 | $89,367-69.8% | $141,191-80.9% | $72,975-63.0% |
| Participation rate | 61.7% | 75.1%-13.5pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 19.93% | 111.87%-91.9pp | 71.41%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $450 | $3,115-85.6% | $4,736-90.5% | $2,440-81.6% |
| Participant deferral / active EE | $4,339 | $5,419-19.9% | $6,710-35.3% | $3,608+20.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |