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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $606 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SIGNATOR INVESTORS AKA JOHN HANCOCK Service code 49 290 W MT PLEASANT AVE STE 2300 · LIVINGSTON, NJ 07039 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,109 | $50,464-4.7% | $75,784-36.5% | $52,331-8.1% |
| Participation rate | 25.2% | 66.8%-41.6pp | 75.8%-50.7pp | 68.1%-42.9pp |
| Annual return | -2.13% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,827 | $2,570+10.0% | $3,652-22.6% | $3,022-6.5% |
| Admin fee / account holder | $8 | $1,103-99.2% | $5,300-99.8% | $592-98.6% |