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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,747 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,758 |
Filed as: SANDHILL INVESTMENT MANAGEMENT Service code 27 · EIN 20-0444918 | Advisory (Plan) | $6,496 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,789 | $37,044-38.5% | $71,796-68.3% | $57,658-60.5% |
| Participation rate | 42.8% | 61.1%-18.3pp | 69.1%-26.3pp | 70.2%-27.4pp |
| Annual return | 10.18% | 12.64%-2.5pp | 78.04%-67.9pp | 5.13%+5.0pp |
| Employer contribution / active EE | $102 | $720-85.9% | $1,924-94.7% | $1,974-94.8% |
| Participant deferral / active EE | $1,814 | $1,974-8.1% | $2,794-35.1% | $3,061-40.7% |
| Admin fee / account holder | $140 | $101+38.4% | $4,815-97.1% | $95+47.8% |