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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,880 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1701 RIVER RUN RD · FORT WORTH, TX 76107 | 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 | $13,152 | $43,133-69.5% | $89,435-85.3% | $73,497-82.1% |
| Participation rate | 45.9% | 55.0%-9.0pp | 68.0%-22.0pp | 70.7%-24.7pp |
| Annual return | 13.78% | 135.66%-121.9pp | 245.55%-231.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $202 | $1,438-86.0% | $2,587-92.2% | $2,270-91.1% |
| Participant deferral / active EE | $2,002 | $2,445-18.1% | $3,890-48.5% | $3,740-46.5% |
| Admin fee / account holder | $38 | $444-91.3% | $4,884-99.2% | $513-92.5% |