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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 | $2,052 | $47,448-95.7% | $94,993-97.8% | $62,293-96.7% |
| Participation rate | 80.1% | 66.5%+13.6pp | 73.9%+6.2pp | 69.5%+10.6pp |
| Annual return | 28.74% | 22.64%+6.1pp | 27.14%+1.6pp | 28.90%-0.2pp |
| Employer contribution / active EE | $388 | $1,300-70.2% | $2,603-85.1% | $2,042-81.0% |
| Participant deferral / active EE | $864 | $2,375-63.6% | $3,317-73.9% | $3,169-72.7% |
| Admin fee / account holder | $2 | $434-99.5% | $4,960-100.0% | $479-99.6% |