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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $15,633 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1+ 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.
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).
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 | $17,585 | $31,109-43.5% | $67,704-74.0% | $52,331-66.4% |
| Participation rate | 28.9% | 54.0%-25.1pp | 67.5%-38.6pp | 68.1%-39.2pp |
| Annual return | -6.39% | 23.70%-30.1pp | 25.41%-31.8pp | 4.54%-10.9pp |
| Employer contribution / active EE | $521 | $1,076-51.6% | $2,559-79.7% | $1,882-72.3% |
| Participant deferral / active EE | $1,611 | $1,970-18.2% | $3,585-55.1% | $3,022-46.7% |
| Admin fee / account holder | $2 | $466-99.5% | $4,255-99.9% | $592-99.6% |