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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,685 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
ADP BROKER-DEALER2 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.
Participant 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 | $52,175 | $80,753-35.4% | $136,298-61.7% | $62,293-16.2% |
| Participation rate | 44.4% | 73.5%-29.2pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 18.89% | 35.83%-16.9pp | 5156.27%-5137.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $579 | $2,884-79.9% | $4,696-87.7% | $2,042-71.6% |
| Participant deferral / active EE | $2,053 | $5,164-60.2% | $6,247-67.1% | $3,169-35.2% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-97.9% |