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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $46,849 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,897 |
ADP BROKER-DEALER5+ 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 | $26,058 | $40,174-35.1% | $84,021-69.0% | $67,579-61.4% |
| Participation rate | 33.9% | 62.7%-28.7pp | 69.0%-35.1pp | 71.3%-37.3pp |
| Annual return | 21.72% | 25.82%-4.1pp | 71.32%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $58 | $808-92.9% | $1,984-97.1% | $2,148-97.3% |
| Participant deferral / active EE | $1,914 | $2,301-16.8% | $3,239-40.9% | $3,539-45.9% |
| Admin fee / account holder | $33 | $128-74.2% | $6,102-99.5% | $142-76.8% |