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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,000 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS Service code 49 4225 MALSBARY ROAD STE 100 · CINCINNATI, OH 45242 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,772 | $43,717-84.5% | $81,473-91.7% | $77,958-91.3% |
| Participation rate | 38.9% | 42.5%-3.6pp | 68.0%-29.0pp | 71.6%-32.7pp |
| Annual return | 89.49% | 23.83%+65.7pp | 38.78%+50.7pp | 20.87%+68.6pp |
| Employer contribution / active EE | $341 | $919-62.9% | $2,568-86.7% | $2,310-85.2% |
| Participant deferral / active EE | $1,379 | $1,783-22.7% | $3,537-61.0% | $3,537-61.0% |
| Admin fee / account holder | $5 | $108-95.8% | $4,561-99.9% | $97-95.3% |