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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 90-0436485 | Recordkeeping | $17,106 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,635 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
THE LEADERS GROUP INC2+ years Filed as: THE LEADERS GROUP Service code 49 26 W. DRY CREEK CIRL · LITTLETON, CO 80120 | 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).
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 | $21,456 | $42,772-49.8% | $87,502-75.5% | $55,167-61.1% |
| Participation rate | 82.0% | 66.5%+15.5pp | 73.8%+8.1pp | 69.0%+13.0pp |
| Annual return | 6.14% | 21.20%-15.1pp | 12.21%-6.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $318 | $1,277-75.1% | $2,550-87.5% | $1,963-83.8% |
| Participant deferral / active EE | $1,953 | $2,342-16.6% | $3,149-38.0% | $3,054-36.1% |
| Admin fee / account holder | $190 | $461-58.7% | $4,221-95.5% | $504-62.2% |