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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,834 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,447 | $67,602-57.9% | $82,312-65.4% | $70,126-59.4% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 25.72% | 21.57%+4.1pp | 25.88%-0.2pp | 73.15%-47.4pp |
| Employer contribution / active EE | $74 | $1,755-95.8% | $2,428-97.0% | $2,343-96.8% |
| Participant deferral / active EE | $8,304 | $2,987+178.0% | $3,706+124.1% | $3,332+149.2% |
| Admin fee / account holder | $17 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |