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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,998 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $9,393 | $69,159-86.4% | $125,195-92.5% | $67,582-86.1% |
| Participation rate | 92.9% | 78.2%+14.7pp | 79.8%+13.1pp | 71.3%+21.6pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $363 | $2,023-82.1% | $3,866-90.6% | $2,148-83.1% |
| Participant deferral / active EE | $2,477 | $3,700-33.0% | $4,937-49.8% | $3,539-30.0% |
| Admin fee / account holder | $40 | $142-71.9% | $9,704-99.6% | $142-72.1% |