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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Custodial (other than securities); Sh... | $13,945 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,133 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,063 | $31,109-67.7% | $67,704-85.1% | $52,331-80.8% |
| Participation rate | 87.7% | 54.0%+33.7pp | 67.5%+20.2pp | 68.1%+19.6pp |
| Annual return | -3.07% | 23.70%-26.8pp | 25.41%-28.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $244 | $1,076-77.4% | $2,559-90.5% | $1,882-87.1% |
| Participant deferral / active EE | $1,792 | $1,970-9.1% | $3,585-50.0% | $3,022-40.7% |
| Admin fee / account holder | $59 | $466-87.3% | $4,255-98.6% | $592-90.0% |