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| Provider | Service type | Compensation |
|---|---|---|
RBM LLP2 years Service code 10 · EIN 20-1260436 | Accounting | $11,500 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,943 |
ADP BROKER-DEALER6+ 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.
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 | $15,134 | $52,722-71.3% | $90,440-83.3% | $73,412-79.4% |
| Participation rate | 53.8% | 67.7%-14.0pp | 72.7%-18.9pp | 72.2%-18.4pp |
| Annual return | 13.67% | 20.70%-7.0pp | 1294.38%-1280.7pp | 59.30%-45.6pp |
| Employer contribution / active EE | $404 | $1,872-78.4% | $3,263-87.6% | $2,234-81.9% |
| Participant deferral / active EE | $1,105 | $2,810-60.7% | $3,964-72.1% | $3,806-71.0% |
| Admin fee / account holder | $59 | $117-49.1% | $5,615-98.9% | $158-62.3% |