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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,961 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO Service code 49 200 PARK AVE · NEW YORK, NY 10166 | Other Services | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,443 | $72,012-63.3% | $185,823-85.8% | $79,858-66.9% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 11.78% | 23.12%-11.3pp | 35.95%-24.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,480 | $1,965-24.7% | $4,087-63.8% | $2,471-40.1% |
| Participant deferral / active EE | $3,467 | $3,779-8.2% | $5,632-38.4% | $3,740-7.3% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,500-99.8% | $5,306-99.6% |